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Isaac R. Allen, CFP®

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Isaac R. Allen, CFP®

Stalwart Financial Planning
4200 Morganton Road, Suite 200-04
Fayetteville NC 28314


Specialties and Fee Structures: Retirement Planning, Military Planning, College Education Planning, Cash Flow and Budgeting, Hourly, Fixed Fees, Assets Under Management

About

Robust Advice for the IFs of Life.

Isaac Reginald Allen, CFP® is the founding principal of Stalwart Financial Planning, a licensed investment advisory firm based in Fayetteville, 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.

Isaac was born and raised in the Fayetteville area. After receiving a Bachelor of Science degree in Computer Science from North Carolina State University, Isaac worked in software development for International Business Machines (IBM) in Research Triangle Park. Later during this span while at IBM he became part the management team for many successful products and managed several software development teams. During his technology career, Isaac helped develop software used by numerous financial services companies.

Prior to founding Stalwart Financial Planning, Isaac completed Duke University’s financial planning certification program, which led to his becoming a CERTIFIED FINANCIAL PLANNER™ professional. During this time Isaac worked for a small firm focused on providing Personal Financial Planning and Tax Planning to families and small business owners.

When he is not spending time with his family, Isaac’s interests include fly fishing and touring on his motorcycle. Along with his wife Angela, Isaac enjoys attending community and cultural events across the great state of North Carolina.

Visit our website or contact Isaac direct by phone at (910) 867-8464 or email him to schedule a no-obligation introductory meeting to determine if Stalwart Financial Planning is a good fit for your planning needs.

Contact Me

Phone: (910) 867-8464

Specialties and Fee Structures: Retirement Planning, Military Planning, College Education Planning, Cash Flow and Budgeting, Hourly, Fixed Fees, Assets Under Management

My Email: info@StalwartPlanning.com

My Website: http://www.StalwartPlanning.com

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