As a family man, business owner, and Reno native, I understand that there is nothing more important to my clients than making sure they have a comfortable retirement and that their family is well taken care of after they're gone.
When it comes to reaching your goals and allocating your hard-earned savings, you should work with a financial advisor who is up-front about fees, proactive about contacting you, and continuously seeking up-to-date knowledge and research.
As a part of our client family, you will feel confident in knowing:
- What you need to do to reach your financial goals and how realistic they are
- The amount of risk you are taking and the expected return of your portfolio
- What investment alternatives may be suitable for you
- How much you are paying in fees and why
- How often you can expect to hear from Prudence and I
By earning the right to use the Chartered Financial Analyst (CFA®) designation, the CFP® designation and graduating with an MBA in accounting and finance from the University of Nevada, I have committed to the highest level of expertise to help you and your family achieve financial security.
The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete.
Brian Allman, CFP®, CFA
3005 Skyline Blvd Ste 120
Reno, NV 89509-5168