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Sean Allen

Sean M. Allen, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

900 E Semoran Blvd

Apopka, FL 32703-5519

Sean.Allen@Truist.com

Phone 407-909-6709

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About me

Background

Sean Allen is a financial advisor with Truist Investment Services, Inc. and holds his CERTIFIED FINANCIAL PLANNERTM designation. He offers clients more than 10 years of financial services, retirement planning, and investment management experience.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance
Devry

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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