Jim Allen, CFP®, ChFC, EA, CDFA (@JAllenCFP) has been providing financial planning advice for over thirty-five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties. He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.
In this episode, Brian and Jim discuss:
- Building Client Confidence: Lessons from Market Turbulence
- From Seminars to Referrals: Building a Steady Stream of New Clients
- Balancing Tax Planning and Investment Management
- Surviving and Thriving in Financial Services
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.