Team designations

  • CIMA® — Certified Investment Management Analyst
  • CRPC® — Chartered Retirement Planning Counselor℠
  • AWM — Accredited Wealth Manager 
  • ChFC® — Chartered Financial Consultant
  • CLU® — Chartered Life Underwriter
  • RICP® — Retirement Income Certified Professional

Consultant awards

  • Barron’s magazine ranked Allan #1 in Arizona among their top 1200 Financial Advisors in 2014, 2015, 2016, 2017 and 2018.*
  • Barron’s magazine named Allan to their Top 1000 Financial Advisors in the United States from 2010-2013, and he was ranked #2 in Arizona in 2010 and 2011.
  • National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor (2010- 2013).
  • Registered Rep magazine named Allan as one of America’s Top 100 Wirehouse Advisors in 2008.
  • Research magazine named Allan as one of the Top Advisors nationwide in 2006.
  • Financial Planning on Wall Street named Allan one of the Top Ranked Rookies in 1994.
  • Financial Times Top 400 Financial Advisor in 2013 and 2017
  • Forbes/SHOOK State-by-State Top Wealth Advisor - 2018

National and regional speaking appointments

  • Pacesetter Conference UBS, May 2005, “Practice Management Asset Allocation and Alternative Investments”
  • Pacesetter Conference UBS, March 2003, “Lending Capabilities”
  • Hanover Forum, Fall 2000, Atlanta, Georgia, “Panel Discussion Regarding Asset Allocation”
  • National Make-A-Wish Foundation Conference, “Investment Policy Statement, Manager Search and Selection, and Investment Monitoring”

Published articles

  • On Wall Street and Bank Investment Consultants, September 1, 2010, “Why Risk It?” on why your client’s risk profile may not be painting the whole picture.
  • Financial Planning, June 1994, “Deviating From The Standard,” on using semi-variance as a measure of risk.
  • Financial Planning on Wall Street, January 1994, “Flader’s Formula,” on asset.

Why this is important to you

Being at the top of our game and staying current with industry changes is of utmost importance to us and we hope it would be with you as well. You deserve to have the very best advice given by those who take the time to acquire in-depth industry knowledge and who have obtained industry recognition as being one of the best in their field.