About James A. Allen

James A. Allen is the founder of Glastonbury, Connecticut’s Allen Financial Group (AFG). Since establishing the financial services provider in 1997, he has served numerous clients with personalized financial planning experiences. He offers wealth management, risk management, and life management services to various clients, from individual entrepreneurs starting their careers to established business leaders preparing for or enjoying retirement. James A. Allen draws on a depth of knowledge and experience to help clients make decisions that support their long-term financial goals.

Mr. Allen has trained extensively as a financial professional. He is a registered investment advisor in all 50 states. Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission. James A. Allen is also a licensed insurance agent in multiple states. He is licensed with various insurance companies to offer additional financial products and services.

Mr. Allen studied insurance and finance at the American College. He is a member of multiple industry organizations and regularly attends professional events, including the Fearless Investing Summit.