Wealth Strategies Partner

Professionals dedicated to the pursuit of your financial goals.

Paul Allen

Paul C. Allen, CFP®, MS | President

Wealth Strategies Partners
paul@wealthstrategiespartners.com

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Paul is the president of Wealth Strategies Partners and a financial executive with more than three decades of industry experience. Paul founded Wealth Strategies Partners in 2014 to provide comprehensive, white glove financial planning services through Raymond James Financial Services to retirees, entrepreneurs, business owners and executives. He and his experienced team work with clients on an individual basis to create customized, strategic, financial plans that are tailored to their unique needs.

He earned his bachelor’s degree in business administration from the University of Tennessee and subsequently earned his master’s degree in personal financial planning from the College for Financial Planning. He went on to hold executive positions at global financial firms, including Prudential Securities and Aintree Capital, LLC, where he rose to the role of vice president.

Paul has been named a 2018 Best-in-State Wealth Advisor by Forbes and has achieved the Certified Financial Planner™ certification, which is earned after completing a rigorous CFP® exam and meeting ongoing certification renewal requirements.

A Nashville native, Paul splits his time between the practice’s offices in Nashville and Sarasota. He believes in investing in the community and currently serves as a Circle Member at the Ringling Art Museum in Sarasota and on the alumni board of Franklin Road Academy. He is also a member of the Pi Kappa Alpha Alumni Association, Alpha Pi Chapter, and attends Spero Dei Church in Nashville.

Raymond James is not affiliated with any of the organizations listed above.

Raymond James is not affiliated with any of the organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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