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.
When Sean Gillespie and I couldn’t find a financial advising firm focused on serving military families to work for, we started our own in 2018. To capture the spirit of our intent to serve military and veteran families we named it Redeployment Wealth Strategies (RWS). Since then we have added five extraordinary members to our team – all prior military, military spouses, or both! It is a team that brings exceptional skill, tribal knowledge, and unfailing continuity to every client. You do not have to rely on the availability of one planner at RWS, someone on the team is always available. We provide fiduciary financial planning advice to the military and veteran families we want to help, and charge a fair, fee-only price to do it.
When they are not at work our team members can often be found delivering pro bono financial advice on social media platforms. If you see Izzy Carnes, Carol Pittner, Jessica “Jex” Roach, or Cyndi McCaleb online, be sure to say hello!
One of the most common financial planning needs of military and veteran families is tax planning and preparation. As an Enrolled Agent, I can prepare your tax returns and ensure they meet the ‘LAMA’ standard: legal and most advantageous. You pay the taxes you owe and not a nickel more!
I hold a Master of Arts in Financial Planning and Law (MAFPL) from Regent University. I am also a CFP® Practitioner, held to the highest education and ethical standards in the field. I also hold the Military Qualified Financial Planner – MQFP® designation, so you can be assured I understand military personal finance and I am committed to providing military and veteran families the fiduciary care they deserve.
I am the Director of the CFP Board-Registered Program at Regent University, teaching as an adjunct professor within the program. In this role, I am able to help mold the next generation of financial planners. It is an amazing opportunity!
If you’re interested, we’d love to have a chat with you!
Schedule a Free Consultation
Paul Allen CFP®, MQFP®
Redeployment Wealth Strategies, LLC
Virginia Beach, Virginia 23452
757-752-8055
www.redeploymentwealth.com