Reid Allen CFP®
Financial Planner / Advisor
Reid is a graduate of San Diego State University where he obtained his bachelor’s degree as well as University of California, Davis Extension where he studied Personal Financial Planning. Since 1995 Reid has provided independent financial advice for individuals, small business owners and corporations with their investment and insurance needs. Reid is a board recognized CERTIFIED FINANCIAL PLANNING™, professional. Prior to joining Next Level Advisors, Reid was instrumental in starting several financial service firms. During that time, he was responsible for developing and generating investment, insurance and tax strategies for individuals and small businesses. His approach and these strategies have helped hundreds of people throughout his career.
In the office:
His focus is on Organizing, Analyzing, Integrating and helping Manage his client’s finances to improve their level of success in reaching their goals.
Outside of work:
Reid has a real passion for snow skiing. Some of his other outdoor activities include 4 wheeling and golf to mention a few. He resides in Roseville with his wife Suzanne and his two boys, Bennett and Keaton.
Professional Designations:
- CERTIFIED FINANCIAL PLANNER™
Professional Licenses
- Series 7, 24, 63
- CA Insurance Agent 0B58704
Professional Affiliations:
- Former Board member of the FPANC (Financial Planning Association of Northern California)
Community Service
- Former Big Brother & Board Member - Big Brothers Big Sisters of Sacramento