Isaac Allen

CFP®
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“As the founding principal of Stalwart Financial Planning, Isaac Allen believes by getting to know his clients’ needs and goals first, he can develop a plan that is customized to their specific needs.”
Firm:

Stalwart Financial Planning

Job Title:

Founding Principal

Biography:

Isaac Reginald Allen, CFP® is the founding principal of Stalwart Financial Planning, a licensed investment advisory firm based in Fayetteville, North Carolina and 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. His belief in the importance of providing financial planning services to everybody who needs them has led to a model that features hourly-based advice and no minimum asset or net worth requirements.  To pursue full time his dream to help others achieve their financial goals, he established Stalwart Financial Planning.  The goal of the firm is to make a difference in clients lives by providing robust advice and solid financial education.

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.

After being 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.

Prior to 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”.

Education:

BS, Computer Science, North Carolina State University

CRD Number:

5829233

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