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Thomas Allen, CF2

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Thomas Allen

Certified Financial Fiduciary®

Temple, TX
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200116
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About Thomas Allen

Undergraduate degree in accounting and Masters of Science in Financial Services (MSFS). Worked in financial services for over 25 years. 
Former CPA ( Missouri & Texas) With heavy tax/audit experience for individuals, trusts, estates, and small businesses. Fellow of National Tax Institute. 
As a Financial Specialist, my current practice is mainly limited to financial and retirement services for retirees and individuals nearing retirement. Utilize tax background to advise clients on ways to reduce federal and state taxes.

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