Tom Allen

Tom Allen

Senior Benefits Consultant at RIA Advisors
Houston, Texas, United States

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Work Experience

RIA Advisors

Senior Benefits Consultant

2022-06-01 - Present

Retirement Plan Consultants

Regional Director

2017-11-01 - 2021-04-01

Index Fund Advisors, Inc.

Financial Writer

2016-09-01 - 2017-11-01

Cardiff Park Advisors L.L.C

Associate

2008-09-01 - 2012-05-01

Skills

investment management asset management investments investing stocks bonds mutual funds etfs 401 ira personal finance financial planning insurance wealth management economics markets economy money management retirement planning portfolio management tax strategies medicare planning estate planning social security risk management insurance planning capital preservation income strategies

Languages

English