About
Ralph V. Allen, CLU, CHFC
I am a 25 year veteran Financial Advisor* who achieved success providing counsel and direction to a broad range of successful clients and businesses. My career started in 1984 after graduating from the University of Utah. I began working with my present associates in the Whittenburg Group and we’ve been together ever since.
My professional credentials include a CLU (Chartered Life Underwriter), and CHFC (Chartered Financial Consultant). The CLU designation is for specialists in life insurance and estate planning. The Chartered Financial Consultant is an extensive education available to professional seeking a designation in financial planning.
I’ll support you in navigating through the maze of options and opportunities available for you to achieve success and financial security. I provide strategies and services to individuals and business that serve to enhance and protect their wealth and welfare. I am often the watchman of their day to day financial lives, assuring that your homes and dreams have a plan, and are not simply subject to chance.
When you work with me, you get mature experience, vast knowledge, advanced training, and superb value added service. I believe proper planning is a systematic process from which the application of the correct approach and proper tools will inevitably produce the desired outcome.