Team designations

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

Consultant awards

  • Forbes/SHOOK ranked Allan as the #1 Best-In-State Wealth Advisor in Arizona for 2018.
  • Barron’s magazine ranked Allan #1 in Arizona among their top 1200 Financial Advisors from 2014–2018, and their Top 1000 Financial Advisors in the United States from 2010-2013. He was ranked #2 in Arizona in 2010 and 2011.
  • Financial Times Top 400 Financial Advisor in 2013 and 2017
  • 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.

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. Please contact us to learn more or to discuss how we can be of service to you.