Paul is an MFAA member, but not actively taking financial planning clients at this time

About Me

Thanks for checking out my profile! When I was a young sailor, I couldn’t find the kind of financial advisor I wanted—so when I retired from the Navy, I became one.

My journey as a veteran entrepreneur led me to co-found Redeployment Wealth Strategies in 2018, a firm built specifically to serve military and veteran families. I soon recognized that regulatory hurdles disproportionately burden small, dedicated RIAs. This led me to my current role as Chief Compliance Officer (CCO) at APFORIA LTD, where I ensure fee-only Investment Advisers serving our community maintain the highest standards of integrity and ethical oversight. 

Expertise & Qualifications

Beyond compliance, I remain deeply committed to advanced financial planning and tax strategy. One of the most common needs of military and veteran families is navigating complex tax landscapes. As an Enrolled Agent (EA), I specialize in preparing tax returns that meet the “LAMA” standard: legal and most advantageous. My goal is simple: you pay the taxes you owe, and not a nickel more.

In addition to my master’s degree in financial planning, my foundational credentials include:

• IACCP®: Certified by the Investment Adviser Association for professional knowledge of regulatory compliance.
• CFP® Practitioner: Held to the highest educational and ethical standards in the field.
• Military Qualified Financial Planner (MQFP®): A designation reflecting my specialized expertise in military personal finance and my commitment to providing veterans with the fiduciary care they deserve.

Let’s connect to discuss how to optimize your firm’s compliance, navigate complex tax strategies, or deepen your focus on military financial planning.

Paul D. Allen
Paul@APFORIA.com
(833) 780-2487