Mitch Allen
Wealth Advisor @Security Financial Management, Inc
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WORK HISTORY
Wealth Advisor @Security Financial Management, Inc
Orlando, FL, US
EDUCATION
University of Florida
Bachelor's degree
University of Florida
Minor
SKILLS
ABOUT MITCH ALLEN
Mitch is a Wealth advisor and CERTIFIED FINANCIAL PLANNER™ at Security Financial Management, inc in Orlando, FL. He graduated from University of Florida in 2017 where he earned a Bachelor of Science degree in Finance with a minor in Real Estate. He is an avid Gator fan and supporter of their football program. He resides in Winter Park, Florida and is an alumni and member of St. Margaret Mary Catholic Church. He enjoys sports, his time with his dog, family and friends outside of work. He specializes in retirement planning, education planning, insurance planning, Medicare planning, budgeting, and many other facets of wealth management. Mitch offers a free, no-obligation initial consultation over the phone or in his office. Email whatever questions/business inquiries you may have to m••••@sfmadvisorgroup.comLicenses-Series 7-Series 66-SIE - Securities Industry Essentials Examination-Florida 2-15 Life, Health and Annuity License-CFP® Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (84••••••72). Investor Disclosures: BrokerCheck: https://brokercheck.finra.org/
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