David Allen, CFP®
Managing Partner/Financial Advisor
Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner professional™ (CFP®). He served as a member on the Advisory Board of Proequities Inc., past board member of the Y.M.C.A. of Central Florida, active member of the Financial Services Institute (FSI) and the Winter Park Chamber of Commerce.
In 1983, Dave graduated from University of Florida with a degree in Business Administration. His work in finance began that same year with "The Travelers" in the Financial Services Department. After three years, he began his career as a financial advisor and co-founded Security Financial Management, Inc..
Dave and his wife, Kathleen, have been married since 1988 and have three successful children. They are active members of St. Margaret Mary Catholic Church in Winter Park, Florida.
He holds the Series 65, Series 63, Series 7, life, health, and variable annuity licenses.