Allan began his career in financial services 30 years ago with BNY Mellon (formerly Dreyfus). He spent the next 28 years at Ameriprise Financial, a Fortune 500 company (formerly IDS Financial Services and American Express Financial Advisors). There he served as a financial advisor, district manager, and Private Wealth Advisor catering to an exclusive clientele. In 2018 he was inducted into the company's Hall of Fame for lifetime achievement with the firm. Allan obtained his Certified Financial Planner designation in 1995 and believes strongly in the foundation of financial planning being integral to successful client outcomes. He is the lead investment strategist, financial planner, and Chief Compliance Officer at Pelkonen and Associates. Allan lives in Northport NY with his wife Kim and has 4 amazing children. Allan enjoys cooking, playing guitar, travel and sports. He coaches youth sports in Northport.
Chartered Financial Consultant
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.