Broker Check
Scott Allen, RICP®

Scott Allen, RICP®

Partner | Retirement Planning Specialist

 

Scott Allen, RICP®

 

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. 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 of First Presbyterian Church and drummer for the Church Praise Band

Member of Asheboro Rotary and incoming President for 2024-2025

Serving on the Board of Directors at the Asheboro/Randolph Chamber of Commerce

The 4 F’s 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.