Jason Martin

Chief Investment Officer & Principal @Allgen Financial Advisors

Orlando, FL, US

Allgen Financial Services, Inc. is an independent fee-based Registered Investment Advisory (RIA) firm. We are a world class team of trusted advisors each having an area of expertise that when combined provides all the direction and tools you need regardless of your stage in life or socio-economic position to help you reach and maintain financial freedom. We provide you highly tailored financial planning and investment management that helps you define where you currently are and where you want to be, then we develop a course to get you there and manage your investments along the way. We are committed to helping individuals, families and small businesses better manage their finances and investment portfolios. We help our client’s plan for retirement, college education, estate planning, debt reduction, charitable giving and tax strategies. We specialize in wealth management via fee-based discretionary money management and manage our client’s investments in Trusts, 401(k) plans, 403(b) plans, IRA rollovers, Roth IRAs, brokerage accounts, corporate accounts, SEP, SIMPLE and other retirement accounts. Allgen is based in Orlando Florida, and services clients nationally.

UCF College of Business

BBA