Paul Allen, CFP®, EA Redeployment Wealth Strategies

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About Paul Allen, CFP®, EA

Thank you for reading my bio! After 24 years in the US Navy, I decided to become a financial adviser. Along that path, I met another retired-sailor-turned-adviser who mirrored my drive to provide genuine and affordable financial advice to military families. Together, Sean Gillespie and I launched Redeployment Wealth Strategies. We wanted our own firm so we do not have to obey anyone but our conscience when it comes to doing what is best for our clients.

That is how we operate every day. We don’t sell insurance. We don’t sell mutual funds. We don’t represent a particular broker or bank. We don’t accept commissions, referral fees, or ‘soft kickbacks’. We are fee-only, fiduciary financial planners. We work only for our clients.

I enlisted in 1987, was commissioned in 1995, and retired in 2010. I served on submarines, with a Hornet Squadron, in overseas combat zones, and at shore tours in CONUS. It wasn’t always fun, but I was fortunate to serve alongside the most outstanding people I’ve ever had the pleasure to meet. People who wrap themselves in the uniform of the United States to go to work every day are a special breed. They speak my language. They are my tribe.

Somehow I managed to marry the right woman (Tade) and have 3 beautiful children along the way. That wasn’t always fun either, but the children are through school without debt and Tade and I are looking at a financially independent retirement.

If you want to know how I did it – or more importantly, how YOU can do it – schedule a free consultation. Sean and I look forward to working with you!

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Ideal Clients

  • Gen X
  • Mid-Career Professionals
  • Military & Veterans
  • Real Estate Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly

Fee Options

  • Monthly fee: $100+/mo depending on net worth
  • Hourly fee: $200/hr

SEC Records

 

States Registered

  • Virginia

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