portrait of Bobby Allen
FINANCIAL ADVISOR

Bobby Allen

CFP®, CPWA®, CEPA®
203 E Whitaker Mill Rd Ste 107, Raleigh, NC 27608opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Cooking
  • Rugby
  • Personal Fitness
  • Reading
  • Triathlons

Team Members

  • Michelle Dancy
    Sr. Branch Office Administrator
    FPQP®
  • Allison Yeargin
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(919) 833-3390

Fax

(855) 379-3021

Office Address

203 E Whitaker Mill Rd Ste 107
Raleigh, NC 27608opens in a new window

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