James R Allen, CFP®, CDFA, EA, CLPF
President & Chief Financial Planner

[email protected]
760-602-3470

James Allen has been helping clients plan for, and work towards, their financial goals for over 35 years. As President of Anchor Bay Capital and Anchor Bay Private Wealth, his mission is to use his extensive experience and knowledge to work in partnership with his clients – all the while adhering to the highest levels of fiduciary standards. Prior to joining Anchor Bay, Jim was a partner in an Orange County independent advisory firm. Jim also spent 14 years as Vice President and National Director of the Wealth Advisory Group for MetLife Investors.
He is also a former instructor of the CFP program at the University of California Irvine, and currently serves on the board of the Financial Planning Association of Orange County. He has extensive experience in many areas including Retirement & Income Planning, Tax Planning, Divorce Planning and Estate Planning.
Jim obtained his Bachelor of Arts Degree from Cal State Fullerton and his Master’s Degree in Financial Planning & Taxation from the American College in Bryn Mawr, PA. He is a Certified Financial Planner (CFP®) and has earned many other professional credentials including: Certified Divorce Financial Analyst (CDFA), Chartered Financial Consultant (ChFC®), and California Licensed Professional Fiduciary (CLPF) / National Certified Guardian (NCG). He is also an Enrolled Agent (EA) admitted to practice before the IRS and is active in the CA Society of Enrolled Agents.
A Southern Californian native, Jim and his wife Brenda enjoy the beauty of living in the southland. When he’s not providing financial advice or spending time with family and friends, Jim is passionate about the great outdoors. Some of his favorite activities include trail running, 4 wheeling, hiking, camping and paddle boarding.