ABOUT ISAAC ALLEN
Isaac Reginald Allen, CFP®, is the founding principal of Stalwart Financial Planning, a licensed investment advisory firm based in Fayetteville, North Carolina, with a satellite office in Durham, North Carolina. Isaac founded Stalwart Financial Planning with a simple mission: to provide robust commission-free financial planning and investment management to people from all walks of life, regardless of net worth and annual income. He advocates for financial planning services and believes everyone should have access to them. To make this dream a reality, Isaac founded Stalwart Financial Planning, where financial planners advise on an hourly basis with no minimum asset or net worth requirement. The firm’s main goal is to provide clients with strong financial guidance and education to positively impact their financial lives.
More ABOUT ISAAC
When he is not spending time with his family, Isaac’s interests include fly fishing, attending NC State football games (Go Pack!), and touring on his motorcycle. Along with his wife Angela, Isaac enjoys attending community and cultural events across the great state of North Carolina.
Born and raised in the Fayetteville area, Isaac earned his Bachelor of Science degree in Computer Science from North Carolina State University. After college, Isaac began working for International Business Machines (IBM) in Research Triangle Park (RTP), NC, where he held technical and management positions for many years. Isaac also holds a Master of Business Administration degree from Western Governors University.
Before Stalwart Financial Planning, Isaac worked for a Financial Services and Accounting firm, where he began developing and building his career as a Financial Planner. Isaac is dedicated to making a difference in the financial lives of others and truly believes, “Through proper planning, most families can reach their financial goals; they must just start planning now.”
Stalwart Financial Planning
Having completed the Certificate Program in Personal Financial Planning from Duke University, Isaac provides Fee-Only comprehensive financial planning to individuals whose primary focus is on financial growth, wealth management, and long-term care planning. Isaac has extensive knowledge and experience in providing financial management and planning services, such as asset management, investment management, tax planning, and retirement planning.
Memberships and Certifications
Isaac is a Garrett Planning Network Inc. member, an international organization of professional, fee-only financial advisors. Founded by nationally-recognized CERTIFIED FINANCIAL PLANNER™ practitioner Sheryl Garrett, members are committed to providing individual financial services to people of all walks of life on an hourly, as-needed basis. Continuous training and dialog among the hundreds of planner members across the nation are integral to Garrett’s purpose. Isaac is also a National Association of Personal Financial Advisors (NAPFA) Registered Advisor. NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals committed to working in the best interests of those they serve. NAPFA’s rich history began in 1983 when a group of advisors wanted to help their clients without muddling the relationship with commissions. Since then, NAPFA has developed high standards in the field, and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to a Code of Ethics. These associations aid Isaac’s research and analysis for his clients to deal effectively and proactively with the continually changing financial landscape. Isaac’s advice reflects the combined wisdom of many of the country’s best financial planners and methodologies.
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Stalwart Financial Planning is a Registered Investment Adviser offering advisory services in the state of NC and other jurisdictions where exempted.
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