Gary Allen

Principal, Prudent Investor Advisors

Gary Allen, AIFA® has more than 20 years of experience in the financial services industry. He has previously served as a branch manager and as the marketing director of a regional broker/dealer. Gary is the co-founder of Prudent Retirement Services, which is a national network of advisory firms which currently manages more than $5.2 billion and is a partner and co-founder of Prudent Investor Advisors, LLC. He is a member of the Western Pension & Benefits Conference and has been a speaker at the national conventions of the American Society for Pension Professionals and Actuaries (ASPPA), Western Pension & Benefits Conference (WP&BC) and the Center for Fiduciary Studies (Fi360) in recent years speaking on fiduciary matters and ERISA fiduciary outsourcing. Gary was a pioneer in ERISA 3(38) Investment Manager services for DC plans. For more than 20 years he has been an independent ERISA 3(38) Investment Manager for corporate, not-for-profit and governmental clients across the country. For twenty years, Gary has been the host of Gary Allen on Business, the number one rated weekly business talk show in Northern California. Gary entertains Northern and Central California audiences with his unique spin on the world of business and finance from the downtown studios of KNBR 680 AM San Francisco. Gary is a household name in Northern California having provided daily business reports throughout the workday to millions of listeners over the years. Gary, a California native, is an alumnus of California State University Sacramento holding bachelor degrees in Economics and European History. Gary has earned the Accredited Investment Fiduciary Analyst™ (or AIFA®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility and is certified to conduct investment fiduciary assessments.” Gary resides in Folsom, CA with his wife Christine and their two children and is an avid San Francisco Giants fan.

Appearances

This speaker has made no appearances.