Allen J. Long


Senior Financial Advisor, Managing Partner
Certified 401(k) Professional (C(k)P ® ) and Certified Retirement Counselor ® (CRC ® ) designations; Series 7, 24 and 66 registrations; life and annuity insurance licenses. Member, Retirement Plan Advisory Program (RPAP).

Experience: 26 years

Education: Bachelor of Arts in Accounting, University of San Diego (also attended University of California at Los Angeles)

Specialty Areas: Corporate retirement plan services including plan design, investment due diligence, fiduciary oversight/compliance and participant education. Allen also provides business owners strategies for related deferred compensation, key man/buy sell insurance, estate planning strategies and continuity issues.

“A 401(k) is an excellent way for employers and employees to recognize the value they place on each other. We focus on the intersection of financial and health wellness to ensure retirement readiness, which is a benefit to both parties.”