James R. Allen, Jr. CFP^®

ChFC, CDFA, EA

President & Sr. Advisor

Anchor Bay Capital

17332 Irvine Blvd, Suite 285
Tustin, CA 92780

+ 1 More Location

Anchor Bay Capital

5780 Fleet Street, Suite 308
Carlsbad, CA 92008

FINANCIAL ADVISOR'S WEBSITE

www.anchorbaycapital.com

(760) 602-3470

+1 More Number

760 602-3470

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Services are on a fee basis: hourly, by project or assets under management or advisement. All divorce financial planning services are based on a flat hourly fee. Income tax preparation fees are based on a schedule.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

My Links

Anchor Bay Capital

General

James Allen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Anchor Bay Capital in Tustin, CA and the surrounding communities.

Financial Advisor Overview

I specialize in helping pre-retirees and those newly retired. I also specialize in divorce financial analysis.We provide in-house tax prep and planning as part of our services.

Financial Advisor Experience

I have over 35 years of advanced financial planning experience.

I am an Enrolled Agent admitted to practice before the IRS.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - Certified Divorce Financial Analyst (CDFA) Enrolled Agent (EA)

Insurance Licenses

Life insurance: CA

Broker-Dealer Affiliation

None/NA

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Government & Military, Getting Divorced, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes