Andrew Allen

Andrew Allen, CFP®, CWS®, CKA®

Private Wealth Advisor
Atlanta, GA
A Message from Andrew
andrew.allen@bluetrust.com
(770) 308-2700
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Andrew Allen is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Atlanta, Georgia.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Andrew analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Before joining the company, Andrew worked for two other Atlanta firms as a financial planner providing wealth management, investment counsel, and financial planning guidance to high net worth individuals. Prior to that, he worked as a project manager for a Fortune 1000 Healthcare IT company.

Andrew earned his BBA in management information systems from the University of Georgia where he graduated magna cum laude.

As an active part of the community, Andrew is a member of his local church where he has led both men’s and children’s small groups. He also volunteers with the Atlanta Mission and previously taught Financial Peace University classes.

Andrew resides with his wife, Kara, and their son in the Atlanta area and in his spare time enjoys pursuing interests such as playing and writing music, running, hiking, and photography.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Andrew

  • Retirement Checklist: Are You Ready for Retirement?

  • 12 Financial Tips for New Parents

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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