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David R. Allen, CFP ®

820 South Friendswood Drive, Ste. 207, Friendswood, TX 77546
 

Business Information

David R. Allen, CFP ® - FriendswoodCertified Financial Planner™

David R. Allen, CFP is an independent retirement income and planning specialist in Friendswood, Texas. His processes and strategies are designed to improve his clients' potential for maintaining their dignity and independence in retirement through inflation-adjusted income for life. Mr. Allen utilizes a financial planning process to determine his clients' retirement wishes, wants and needs. He then inputs clientinformation into specialized software to complete retirement calculations. From this retirement analysis, he can determine shortfalls in his client's retirement planning and make appropriate recommendations, based on what the client wants and needs in order to have a successful retirement. Mr. Allen's investment and insurance licenses allow him to implement solutions in all areas of retirement and financial planning. He also provides fee-advisory services as a Registered Investment Advisor through his broker dealer, NEXT Financial Group, Inc.

Mr. Allen's education includes a BSBA from the University of Nebraska and he obtained the Certified Financial Planner™ certification in 1994. Mr. Allen has 28 years experience as a retail banker and has beena practicing financial planner for the past 14 years. He is a member of the National and Houston Financial Planning Associations and the National Association of Insurance and Financial Advisors. Mr. Allen and his wife, Martha, have lived in Friendswood for 26 years, where they raised their twin daughters, Meredith and Stephanie. He continues to give back to his community through his many volunteer activities with the Knights of Columbus and Mary Queen Catholic Church. He is also a member and ambassador of the Friendswood Chamber of Commerce.

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