Broker Check
David Allen - CRPC, CLTC

David Allen - CRPC, CLTC

Independent Financial Advisor, Owner & Managing Partner

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With more than 25+ years of experience, David knows what questions to ask and can uncover financial options that people aren’t aware of. It’s not about telling people what to do, but about helping them to understand what could be done and how they can reach their goals.

 

What does David talk about during meetings?

Content in this material is for general information only and not intended to provide specific advise or recommendations for any individual.  All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly. 

This is a hypothetical example and is not representative of any specific situation.  Your results will vary.  The hypothetical rates of return used do not represent the deduction of fees and charges inherent in investing.  All investing involves risk, including the potential loss of principal and no investment tool or strategy can protect against loss or guarantee a profit.                             

Compliance approval 1-830533 3/11/2019

 

Once a financial strategy has been set, clients are encouraged to meet every six months to evaluate and update their financial strategy. It’s like going to the dentist or the doctor, David says. The more you know, the better you can make decisions. He doesn’t want clients to be blindsided or to miss out on opportunities. People need to make adjustments based on changes in the industry and economy as well in their life situations.

David has assembled a top-notch team of skilled, experienced advisors who share his commitment to providing high quality personalized service. With a wide variety of backgrounds, they can offer a full array of insights. David and his team are available days and evenings to accommodate their clients’ schedules and will meet in person, by phone or via web conferencing based on their clients’ preferences and needs. Balance Wealth is structured to provide clients with easy, 24-hour access to their strategy and financial outlook.

David, a financial advisor since 1993, holds the Chartered Retirement Planning Counselor (2007) and Certified in Long Term Care designations (2010). He earned a B.S. in Business Administration from the University of Vermont (1991).  Licenses - Massachusetts Life, Accident & Health (1992), Series 63 and Series 7 (1993) & Series 65 (2016).

 

David lives in Newton, MA, and is the proud parent of twin daughters, Megan and Nicole. He is a volunteer and fundraiser for Family Promise MetroWest with a goal of ensuring that no one feels without hope. He was a member of the Natick Visiting Nurse Association Board of Directors and volunteered and raised money for both the VNA and Habitat for Humanity MetroWest/Greater Worcester for many years.

 

Model work week for BWA Wellesley *Click to open/print

 

 

 

 

 

 

 

 

 

 

 

 

To schedule a return call - I have times blocked out on Tuesday and Thursday:

**Click here or below to schedule now.** 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Below will find some times that David has available to meet in the Wellesley office: 

 

Monday

Tuesday

Wednesday

Thursday

Friday

Client Appointments

12:00, 2:00, 4:00, 6:00pm

5:00, 7:00pm

10:00, 12:00, 2:00. 4:00pm

Web-Ex from 2:00-5:30pm

(15-30min)

Face-to-face 7:00pm

By Appointment

Initial Consultation Meeting Times

1:00, 3:00, 5:00pm

4:00, 6:00pm

11:00, 1:00, 3:00

WEB-EX from 2-5:30 pm (15-30 min)

Face-to-face 6:00pm

By Appointment

 Here is an example of some of the areas where David assists his clients:

  • Managing their investments more effectively.
  • Planning for a comfortable retirement.
  • Providing for a child's education.
  • Property planning, mortgage & refinancing advice & analysis.
  • Budgeting & debt consolidation.
  • Tax planning.
  • Analysis of automobile purchase/financing options.

 

Click here or the picture below to go to David's LinkeIn profile: https://www.linkedin.com/in/davidallenfinancialadvisor/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

David's daughters (Nicole and Megan) 2017: