Paul Roldán, CFP®
Born from a desire to serve all – “all generations,” from all walks of life.
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Serving Clients Nationwide
Born from a desire to serve all – “all generations,” from all walks of life.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Paul Roldán, CFP®
Hi, I'm Paul Roldán, Co-Founder and Partner of AllGen Financial Advisors, Inc.🔵 A native of New York City
🔵 Chairman, Board of Directors, Hispanic Chamber of Commerce of Metro Orlando (HCCMO)
🔵 Board Member of the Orlando Economic Partnership (OEP)
🔵 Board Member of YMCA and Early Learning Coalition of Orange County
🔵 Task Advisory Committee for Hispanic Business Initiative Fund (HBIF)
🔵 Fluent in English and Spanish
Credentials
🔵 Bachelor of Arts in Music, Princeton University
🔵 Master in Public Administration, Harvard University
🔵 Certified Financial Planner™ licensee from CFP® Board of Standards
🔵 Over 20 years experience as a financial advisor
🔵 Financial Analyst with the Federal Reserve Bank of NY off Wall Street
🔵 Co-founding Partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm
🔵 Lifework Leadership Graduate
Just for Fun
🔵 Musician
🔵 Former coach of his two sons’ basketball, baseball, and flag football teams
🔵 Loves deep sea fishing
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
100 W. Lucerne Circle Suite 200 Orlando, FL 32801
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. I look forward to speaking with you.Offers Investment Management
Yes
About AllGen Financial Advisors, Inc.
When you work with AllGen, you’re getting a mentor, a coach, an accountability partner, and a guide for your full journey to financial freedom. We’re in this business because we’re passionate about using money as a tool to support freedom and impact. Anyone who has ever walked in our door knows they can rely on us for insight.Fiduciary Responsibility: We’ve Got Your Back.
We don’t simply strive to meet a standard, we’re here to raise the bar. Legally speaking, you should know that we are a Registered Investment Advisor (RIA), which means we have a fiduciary responsibility to act in your best interest. The majority of Financial Advisors are employed by Broker-Dealers that only have to meet a suitability standard.
In-House Investment Management: Come See Who’s Nurturing Your Financial Freedom.
We believe outsourced investment management isn’t in the client’s best interest, so it doesn’t align with our values or company culture. Co-founder Jason Martin focuses his time and resources on investment management, while growing his team of financial analysts as our clients’ needs grow.
Knowledge Base: We’re Geeks, With A Little Street Cred.
We are Certified Financial Planners™ (CFP®), Chartered Market Technicians (CMT), Financial Advisors, and Certified Public Accountants (CPA). We are previous employees of Charles Schwab, Disney, Deloitte, and the Federal Reserve – just to name a few. We are graduates of Harvard, Princeton, Rollins… not to mention The School of Hard Knocks!
Always Aligned: Your Success Is Our Success!
We don’t sell stuff. We’re fee-based, which means that our earnings only reflect the success we achieve for you.
The Approachable Advisors: We’re Easy To Talk To.
We’re everyday humans with our own experiences – all on our own path to financial freedom. Our team comes from different backgrounds, and many of us are bilingual in Spanish and English. We’re Star Wars guys and dog moms. We’re foodies and coffee fanatics. We’re proud parents and avid travelers. Whatever you do and wherever you wander, you’ll have a home here.
Choose AllGen:Get An Entire Support Network.
When you choose AllGen, you’re supported by an entire support network. We believe there is much more strength working together than alone, and that’s why teamwork is intertwined with our company culture.
Education
Bachelor of Arts in Music, Princeton University | Master in Public Administration, Harvard University
Hobbies and Interests
- Family
- Fishing
- Music
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Gen Z
- Intergenerational Families
- Living in Retirement
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