Allgen Financial Advisors, Inc. Expands to Solve Tax Season & Business Planning Woes

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Orlando firm Allgen Financial Advisors announces its expansion to offer personal and business tax services, in addition to small business coaching and planning for entrepreneurs. Two new team members will fuel its growth.

Allgen Financial Advisors Orlando
Helping our clients find true financial freedom means being able to see the bigger picture of their financial situation.

Allgen Financial Advisors, Inc. hits the ground running in 2017 by expanding its services for people and companies. True to its mantra of helping clients navigate the path to financial freedom, the firm will now assist individuals and businesses with tax preparation, just in time for tax season.

In a landscape of complicated, constantly-changing tax laws, Allgen hopes to slice through the red tape and ease the financial burden for clients. Later this year, Allgen will roll out holistic business development services for new and established entrepreneurs.

“Helping our clients find true financial freedom means being able to see the bigger picture of their financial situation,” says Paul Roldán, principal and chief executive officer. Jason Martin, principal and chief investment officer adds: “Now we can build relationships from the ground-up and help them throughout their entire journey.”

Allgen aims to help English- or Spanish-speaking clients including:

  • Individuals and small business owners who need help with taxes
  • People who want to start a business
  • Small business owners who want help growing their company
  • Immigrants seeking to establish a presence in the US via a new business venture

In order to roll out these services, Allgen has added two members to its team: Karen Vergara and John Rallis II.

Karen Vergara is a bilingual CPA with experience working in the largest global public accounting firm, as well as small business finance and consulting. She’s the 2016-2017 chair of the Florida Institute of Certified Public Accountants (FICPA) Central Florida Chapter, becoming the chapter’s youngest chair to ever be elected.

John Rallis II is a two-time “Pricewaterhouse Coopers All-Star” who joins Allgen with more than 20 years of experience in accounting and a recent accreditation as a personal financial specialist (PFS). He was recognized in 1996 by Marquis Who's Who in Industry and Finance and again in 2004 by National Register's Who's Who.

With a growing team and more holistic client-focused services, Allgen is geared to continue its mission to promote financial wisdom and help people on their journey to financial freedom to create a more financially healthy community.

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About Allgen Financial Advisors
Allgen Financial Advisors is dedicated to clients of all generations, guiding and educating them toward an impactful, empowering, and financially free life. The Orlando firm strives to put people before profits, pushing the envelope in diversity, strategy, and approach to bring forward-thinking financial advice in a rapidly changing environment.

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Cassy Morrison
since: 12/2008
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