Allgen Financial Advisors, Inc.

AllGen Financial Advisors, Inc. is a registered investment advisor offering personalized asset management and financial planning services. Established in 2003 as Good Risk Reward, Inc., the firm rebranded to AllGen in 2007 under the leadership of Paul Roldan and Jason Martin. AllGen manages over $392 million in client discretionary managed accounts and operates as a fiduciary, acting in the best interests of clients. The firm offers portfolio management services focusing on equity, fixed income, mutual funds, and ETFs, tailored to individual financial goals and risk tolerance. Financial planning services emphasize achieving financial freedom through strategic planning across three life stages: Foundation, Formation, and Freedom. Business and corporate planning services assist in future-oriented decision-making for businesses. Fees are structured based on asset-based management, with tiered rates not exceeding 1% for the first $1 million in assets. AllGen does not charge performance-based fees and does not participate in class action lawsuits on behalf of clients. The firm does not vote client proxies and does not take physical custody of client funds. AllGen may receive compensation for client referrals and indirect benefits from its custodial relationship with Charles Schwab & Company, Inc. For more information, visit www.allgenfinancial.com.