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Allen Mueller | Financial Advisor

Profile img for Allen Mueller, financial advisor at 7 Saturdays Financial
Dallas, TX
Allen Mueller
Financial Advisor
Founder / Financial Planner at
7 Saturdays Financial

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
7 Saturdays Financial specializes in helping high-performers retire with confidence. ------------ 👋 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

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Chartered Financial Analyst®

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Master of Business Administration

Education

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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

Services Provided

How I help my clients

Retirement Planning

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Tax Planning

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Financial Planning

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Investment Management

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Pricing Models

Flat Fee

Proof of License

SEC Profile
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Dallas, TX
Allen Mueller
Financial Advisor
Founder / Financial Planner at
7 Saturdays Financial
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Profile last updated: 02-13-2025