Robert W. Allen, MBA, ChFC, CLU

Robert W. Allen, MBA, ChFC, CLU

Managing Partner

Phone: 804-270-7626 ext.101
Fax: 804-270-7628
Mobile Phone: 804-310-1015
E-mail:

Rob Allen is the Founder and Managing Partner of Capstone Financial Partners.  In addition to internal leadership duties, Rob is very active with clients in the field.  He has a rich foundation of experience in financial planning, wealth management and insurance analysis.  Primary goals at initial engagement are to help refine financial goals and portfolio status.  Rob has extensive experience in company sponsored plans which allows him to integrate employer sponsored benefits with individual financial planning.

You can trust that Rob will take a lead in aggregating your current holdings and plans into a concise and easy to understand net worth statement.  This forms the foundation of the plan where he and his team will help formulate a realistic strategy for you to accomplish your financial goals.

Rob has a wealth of knowledge and experience in designing and implementing executive benefits and retirement planning strategies.  For the seasoned individual, Rob can help to facilitate and implement exit strategies from ownership and executive management positions.  For qualified investors, he also has access to many creative alternative investment strategies including, but not limited to real estate, hedge funds, private investments and real assets*.

Rob holds licenses for all lines of insurance and is FINRA registered with Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) securities licenses.  Rob is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.  He has earned two Master's Degrees, one in Business Administration from University of Richmond and one in Education from Old Dominion University.  He has his Chartered Financial Consultant (ChFC) designation and Chartered Life Underwriter (CLU).  He earned a Bachelor of Arts Degree in Health from University of Richmond.  Rob is also a proud father of four and enjoys family activities and competing in triathlons in his free time.

 

*Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors.