Allen Sakon - CFP®, CFT-I™, CPA
Allen is a Senior Lead Advisor and works directly with clients to help them reach their financial goals. She is a CFT-I™ Professional, Certified Financial Planner™ (CFP®), and a licensed CPA. She works directly with clients on topics ranging from retirement planning, education funding, charitable giving, insurance preparedness and portfolio management. After a life transition of her own, Allen’s passion is to serve people in transition through financial life planning.
Allen is a CFT-I™ Professional, Certified Financial Planner™ (CFP®), and a licensed CPA. She began her career at Arthur Andersen specializing in taxation for organizations and high-wealth individuals. However, an internal project in change management at Accenture led her to research organizational behavior and entrepreneurship and, ultimately, to build her own business. For a decade, that kept her busy managing all aspects of marketing, sales, manufacturing, logistics, accounting, and recruiting.
At the same time, she was mom and primary home educator for her three girls. When her girls were ready, with their ability to reason firmly founded and their creativity intact, they transitioned to a traditional school where Allen served in a volunteer capacity in the office of Advancement. In that role, she was a founding member of the Planned Giving Council, where she worked with a panel of eleven other professionals alongside the Head of School and Chancellor, to secure funds for the school endowment and provide access to wise, long-term financial planning.