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James R. Allen
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Groups
Chapter
CA
Last updated: 6/19/2018
James R. Allen
Member -- Chapter: CA
Professional Information
Santiago Oaks Divorce Advisory
Managing Director
17332 Irvine Blvd.
130
Tustin
California
92780  United States
 [ Map ]
714 592-7705 (Phone)
Visit Website »
  CDFA™, CFP®, ChFC
  more than 10 years
  10 - 25
  9 hours IDFA, 6 hours beacon hill
Personal Information
7147471509 (Mobile)
  Jim
  CFP, ChFC, CDFA
Additional Information
Education/Experience
BA - Cal State Fullerton
MSFS - American College
California Registered Tax Preparer
Social/Volunteer Organizations
Financial Planning Association
More Information
Financial Planning Services offered through Sterling Wealth Partners.


Questions about the new ADFP website?
Please contact adfp@divorceandfinance.org