Jim Allen is a Sr. Advisor and has over 30 years of experience in all areas of wealth management. He is a Certified Financial Planner (CFP©), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP) and a Certified Divorce Financial Analyst (CDFA). He has a Masters Degree in Financial Services with an emphasis on taxation and estate planning and is a registered tax preparer with the state of California. He has taught CFP® courses at the UC Irvine, is a co-author of the book “The Tools & Techniques of Charitable Planning” and currently serves on the board of the Financial Planning Association of CA.