Scott Allen, CFP®, RICP®

Scott Allen, CFP®

Scott Allen is a partner with Alpha Omega Financial, LLC.  He began his career with Equitable Advisors in 2011 and holds Series 7, Series 63 and Series 65 FINRA securities registrations. Since joining Equitable he has earned a Certificate in Retirement Planning from The Wharton School of Business in Pennsylvania, and the RICP^® designation from The American College.  As a CERTIFIED FINANCIAL PLANNER professional ™, Scott upholds the highest standards of professionalism and ethical conduct, empowering his clients to make informed financial decisions.  Scott’s passion and mission is to ensure his clients are prepared for and live out retirement with peace, clarity and purpose. To this end he works with his clients to accumulate assets for retirement, college funding, or other large purchases, and to help them avoid the major threats to their financial security. He also works with small business owners on group retirement plans, executive compensation strategies, and succession planning strategies to help them protect and pursue more value from their business.

With his engineering background and experience running a family owned construction company, Scott has a practical and holistic approach to offering financial products and planning services to his clients.  Rather than just recommending a random combination of unrelated products, he seeks first to understand your specific financial goals and investment objectives.  From there he works together with his clients to develop and implement a plan allowing them to achieve financial peace and security, and to help them overcome the obstacles that will be encountered along the way.

Scott is active in the Asheboro community where he and his wife, Beth, raised their two children. His community activities include:

Member and Past President of Asheboro Rotary Club

Treasurer of the Asheboro/Randolph Chamber of Commerce

The 4 Fs are extremely important in Scott’s life: Faith, Family, Friends and Fishing. Beyond that, he enjoys laughing, exercising, playing tennis, traveling and spending time at the beach. Thanks for visiting.