Allgen Financial Services, Inc. is a fee-only Registered Investment Advisory (RIA) firm committed to helping individuals and businesses better manage their retirement related assets.

Our custodian, Charles Schwab Institutional, is one of the largest financial institutions with around $583..5 billion in institutional client assets under management (as of Dec. 31, 2007).

Do you feel maxed out, but have so much more potential to offer?
As a firm we have experienced a 100% growth rate in the last 12-months. We are on track to do the same over the next 12-months. We are looking for the best-in-class established advisors in various cities around the United States to join our fast growing firm. If you are looking for hands-on business development and marketing support, a team-based approach to advising clients, and potentially an increase in your pay, we have a great career program for you to consider.   

We are looking forward to hearing from you soon!