AllGen Financial Advisors- Financial Planning & Investment Management

AllGen Financial Advisors is a financial planner in Orlando, Florida, offering comprehensive financial planning and investment management services to individuals, families, and business owners. The firm specializes in guiding clients toward financial freedom through tailored strategies in retirement planning, legacy and generational wealth building, tax planning, and 401(k) rollovers. With a focus on long-term consistency and fiduciary responsibility, AllGen serves clients across Central Florida, helping them align their financial decisions with personal values, life goals, and lifestyle aspirations. The firm holds a 4.70 rating based on client feedback, reflecting strong client satisfaction and trust.

AllGen emphasizes a structured, holistic approach to financial wellness, beginning with a comprehensive evaluation of net worth, cash flow, debt, and risk exposure. Their process integrates financial planning and investment management to create a clear, purpose-driven roadmap. As a Registered Independent Advisor (RIA), the firm operates under a fiduciary standard, legally obligated to act in clients’ best interests, a distinction held by only about 10% of financial advisors. The team, led by CEO and Co-Founder Paul Roldan, CFP®, combines deep industry experience with academic rigor, drawing on backgrounds from Princeton University and Harvard University. The firm’s mission centers on empowering clients to master their finances, live with purpose, and build lasting wealth across generations.

Located at 100 W Lucerne Circle Suite 200 in Orlando, the firm sits just a short distance from major regional infrastructure and community landmarks. It is situated less than a quarter mile from the East-West Expressway, approximately 0.2 miles from Lake Lucerne Park and South Orange Avenue, and within a half-mile of the Orlando Regional Medical Center, Lucerne Pavilion and the Orlando Utilities Commission. These nearby landmarks, including a major interstate and public health and government facilities, underscore the firm’s accessible location within a well-connected urban corridor.

AllGen is recognized for its thorough, well-documented online presence and a website optimized for clarity and searchability, features that reflect its commitment to transparency and client education. These strengths support its reputation as a trusted, professional advisor in Orlando’s financial services landscape. The firm stands out for its client-centric philosophy, combining fiduciary integrity with personalized planning, making it a leading resource for those pursuing financial freedom in Central Florida.

Services:

• 401(k) Rollovers
• Fiduciary Advice
• Financial Planning
• Investment Management
• Risk Management Strategy