LPL Financial - Curtis Allen
El Segundo, CA, Los Angeles
(5)
El Segundo, CA, Los Angeles
(5)
We help our clients manage their investments, from retirement plans (IRA, Roth, 401k, SEP IRA, etc) to wealth management and tax-efficient investing strategies. If you have questions about how to invest money (from how much do you need to save to retire, to which segment of the world market we are currently over-weighting), we are happy to help you understand the various options at your disposal.
Show more
5 customer reviews
Bae N.
Curtis was so nice and helpful regarding questions about stocks I had just inherited. I appreciate all the information thanks again :)
Reviewed on Yelp
Andrew A.
I've worked in the banking industry for years and met with many financial advisors who a lot of times do what's best for them, not necessarily for their clients. Â Curtis has his client's best interests in mind and because he's independent, he's not looking to product push for his benefit. Â He truly cares about how he can help his clients navigate to a better financial outlook both short term and long. Â He's friendly, extremely knowledgeable, and very easy to get along with - he made me feel very comfortable discussing finances with him. Â You've got to meet with him and decide for yourself, he's great! More...
Reviewed on Yelp
Amanda R.
I was interested in making investments, and had been referred to Curtis Allen by one of my clients, Curtis made me feel at ease about investing my money. He did not come off sleazy or pushy, he stays in contact and is honest. I would definitely send my family members and friends to him. More...
Reviewed on Yelp
Jeremy H.
Curtis is awesome. I clicked with him right away and know you will too. He is the real deal and has a wealth of knowledge and continues to impress me with his suggestions and advice. Not only do I admire him but he has helped many friends and clients who are also very happy with his services. Good job Curtis, keep it up! PS Ask him about Ali baba (the stock) More...
Reviewed on Yelp
June J.
When it comes to finances, you not only need someone who is extremely knowledgeable, but you also want someone you trust. Curtis is all these things and more . He is beyond competent and it is evident that he not only understands finances like the back of his hand, but he also enjoys what he does. Then, to top it off, Curtis cares about you and truly wants to help make the best decisions with you. He has helped me immensely with working out some financial details for my business, and I plan to continue working with him in the future as well with my personal financial planning. I couldn't recommend anyone smarter, friendlier, and better with numbers than Curtis Allen! More...
Reviewed on Yelp
What do you love most about your job?
I love the planning aspect of my profession. Each client is uniquely different based on time horizon, goals, risk profile, and lifestyle. With each client comes unique challenges and aspirations.
What inspired you to start your own business?
In the financial services profession, there are two predominant models. The big wire-house model, and the independent adviser model. Once I transitioned from CPA to investment adviser, the choice of becoming an independent adviser was obvious. The wire-house model tends to gravitate towards high commission, high fee products to pay for the high overhead business they've created. The independent side of things allows me to manage my overhead and choose investments that work for my clients, not the other way around. The choice to start an independent practice was an easy one.
Why should our clients choose you?
As a CPA for 10 years, I encountered numerous clients who were getting killed by taxes. Not because they were earning too much in their careers - but because their investment adviser was being foolish with capital gain and income strategies. After about my 50th call to my tax clients' investment professionals, I realized that the financial services profession sorely lacked tax-efficient advisers. I use my CPA background to help reduce my clients' tax liability while using my analytical mindset and independent broker to scour the vast universe of investments.
