7 Saturdays Financial specializes in helping high-performers retire with confidence.
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👋 I'm Allen, you could describe me as “an engineer turned finance nerd.”
I worked in corporate roles (engineering and finance) for 15 years before deciding that financial planning was my true calling.
Disgusted with the state of the financial services industry, I wanted to be part of the solution rather than part of the problem.
So I founded 7 Saturdays Financial to provide families with independent planning and investment management at a transparent price. I believe helping others achieve their goals is the best use of my education and abilities.
When I’m not in a spreadsheet, you can probably find me at the gym or next to a campfire with some meat, a craft beer, and my wife and two daughters.
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Specialties and Expertise
5
Retirement Income
High Net Worth Planning
Portfolio Construction
Tax Minimization Investment Strategies
Cash Flow Analysis
Clientele
6
Retirees
Inheritors
High Net Worth Individuals
New Investors
Tech Employees
Government Contractors
Credentials and Designations
2
Chartered Financial Analyst®
Master of Business Administration
Education
3
University of Texas at DallasMBA - Masters of Business Administration, concentration in FinanceYear Obtained: 2015
Southern Illinois University CarbondaleMaster of Science - Mining EngineeringYear Obtained: 2009
Southern Illinois University CarbondaleBachelor of Science - Mining Engineering, minor in MathematicsYear Obtained: 2007
Job History
1
7 Saturdays FinancialFounder / Director of Financial Planning2022-Present
Quick Facts About Allen
Years of Experience:3 yearsMember since:2022Average Account Size:$1,500,000Number of clients:28
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