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When I was a young sailor, I couldn’t find the kind of financial advisor I wanted—so when I retired from the Navy after 24 years of service, I became one.
Since then, I’ve devoted my career to helping military and veteran families make smarter financial decisions. Along the way, I’ve had the privilege of working with an incredible network of advisors—many of whom are fellow veterans or military spouses—who share my mission of delivering trusted, fiduciary advice to those who serve.
I’m currently the Chief Compliance Officer at APFORIA, an SEC-registered investment adviser built to support independent fiduciary advisors, especially those who want to serve niche communities like the military and veteran population. I also own and operate PIM Tax Services, a firm dedicated to tax preparation and planning for military families, and I’m a co-founder of the Military Financial Advisors Association.
One of the most common financial planning needs of military and veteran families is tax strategy. As an Enrolled Agent, I prepare tax returns that meet the “LAMA” standard—Legal And Most Advantageous. You pay what you owe, and not a nickel more.
I’m a CFP® practitioner and hold the Military Qualified Financial Planner – MQFP® designation, so you can be confident that I not only understand military pay, benefits, and challenges, but also adhere to the highest fiduciary and ethical standards in the profession.
When I’m not working with clients or advisors, you’ll often find me volunteering time online—answering military tax and financial questions, mentoring early-career planners, or just building community around this important mission.
If you’re interested, I’d love to connect!
Paul Allen CFP®, EA, MQFP®
Virginia Beach, Virginia 23452
757.357.1110
PIM Tax