Financial Freedom is a Journey – Paul Roldan

Learn the Path to Financial Freedom from Paul Roldan, co-founder AllGen Financial Advisors. Paul will explain the steps and save time for questions.

About Paul:
– Co-Founder and Partner of AllGen Financial Advisors, Inc.
– A native of New York City
– Chairman, Board of Directors, Hispanic Chamber of Commerce of Metro Orlando (HCCMO)
– Board Member of the Orlando Economic Partnership (OEP)
– Board Member of YMCA and Early Learning Coalition of Orange County
– Task Advisory Committee for Hispanic Business Initiative Fund (HBIF)
– Fluent in English and Spanish

Credentials:
– Bachelor of Arts in Music, Princeton University
– Master in Public Administration, Harvard University
– Certified Financial Planner™ licensee from CFP® Board of Standards
– Over 20 years experience as a financial advisor
– Financial Analyst with the Federal Reserve Bank of NY off Wall Street
– Co-founding Partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm
– Lifework Leadership Graduate

What Paul does for fun:
– Musician
– Former coach of his two sons’ basketball, baseball, and flag football teams
– Loves deep sea fishing