Experience

MassMutual Texas Gulf Coast

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Representative, Financial Planner, Investment Advisor Representative

  • Jul 2016 - Present

  My services focus primarily on two niche markets - public employees and couples age 45 plus. I help both of these groups to improve their lives through retirement income planning and solutions that can secure their future by repositioning their assets to provide liquidity, reduced risk, lifetime income, flexibility and tax-efficiency, in order to extend their wealth and provide for their desired lifestyle. I also enjoy mentoring millennials, who desire financial education and a helping hand in building a roadmap to financial success. Show less



MetLife Premier Client Group of Houston - an office of MetLife

• Financial Planner, Financial Services Representative, Investment Advisor Representative

  • Aug 2015 - Jun 2016

  My services focus primarily on helping couples, age 45 plus, who want to ensure they will not run out of money in retirement, by repositioning assets to provide liquidity, reduced risk, simplicity, flexibility and tax-efficiency, in order to provide for their desired lifestyle. My services focus primarily on helping couples, age 45 plus, who want to ensure they will not run out of money in retirement, by repositioning assets to provide liquidity, reduced risk, simplicity, flexibility and tax-efficiency, in order to provide for their desired lifestyle.



David R. Allen, CFP®

• CERTIFIED FINANCIAL PLANNER™

  • Nov 2008 - Aug 2015

  For nearly 7 years, I was an independent retirement income planner. My objective was to provide effective strategies for lifetime income and increased wealth, while reducing the negative impact of investment expenses, income taxes, the emotions of investing, market volatility, inflation, extended nursing care expenses, premature death and other wealth-eroding factors. For nearly 7 years, I was an independent retirement income planner. My objective was to provide effective strategies for lifetime income and increased wealth, while reducing the negative impact of investment expenses, income taxes, the emotions of investing, market volatility, inflation, extended nursing care expenses, premature death and other wealth-eroding factors.



VALIC

• Financial Services
• 500 - 600 Employee

• CERTIFIED FINANCIAL PLANNER™

  • Oct 2004 - Oct 2008

  VALIC's primary business is providing non-profit employers with retirement investment plans for their employees, such as 403(b) and 457 Plans. These organizations include churches, independent school districts, hospitals, universities and municipalities. I provided financial planning services and solutions for VALIC's retirement plan clients. Solutions I provided, in addition to financial plans, included fee-advisory managed accounts, mutual funds, college 529 plans, life insurance, long term care insurance, along with variable and fixed annuities. Show less



Ameritas

• United States
• Insurance
• 700 & Above Employee

• CERTIFIED FINANCIAL PLANNER™

  • Apr 1997 - Oct 2004

  After a 28-year career in banking, and earning the CFP® designation, I began my financial planning career with Ameritas. I designed financial plans for a variety of client profiles, and my financial services included implementing insurance and investment solutions to meet my clients' needs. After a 28-year career in banking, and earning the CFP® designation, I began my financial planning career with Ameritas. I designed financial plans for a variety of client profiles, and my financial services included implementing insurance and investment solutions to meet my clients' needs.