Allen Zick

CFP®, MBA
Financial Advisor

Allen is a CERTIFIED FINANCIAL PLANNERTM professional, a certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a financial advisor with Raymond James Financial Services, Inc. His main concentration is portfolio management and retirement income planning.

Allen is a graduate of the United States Military Academy at West Point and has a Masters of Business Administration from Syracuse University. He is very active in the community and in many civic and charitable organizations. Allen is a member of the Goshen Rotary Club and is on the Board of Directors for Inspire, a nonprofit organization that helps disabled children. Allen is also past President of Cornell Cooperative Extension of Orange County.

Allen is married with four children. His favorite pastimes are watching his kids play sports on their school teams, reading, gardening, and wilderness hiking at our national parks. 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.