Chris Allen

As a Partner and Wealth Advisor, Chris oversees the development and delivery of financial plans tailored to each client’s individual circumstances. As a leader in our firm, Chris helps ensure every plan reflects our fiduciary commitment to putting clients’ interests first. With deep technical experience in retirement planning, tax strategies, estate planning, and risk management, Chris guides our financial planning team in delivering consistent and exceptional, client-focused advice. Committed to innovation, he refines processes and implements cutting-edge financial planning tools to enhance the client experience while mentoring the next generation of financial advisors. His dedication helps clients experience greater clarity and financial confidence in their financial lives. In addition, Chris serves as lead advisor for many clients, including clients with complex cases and higher net worths.

Prior to joining the firm in 2015, Chris worked as a certified financial counselor with a non-profit financial counseling organization, where he consulted with numerous families and helped establish sustainable spending plans.

Originally from Chicago, Chris currently resides in Mason with his wife, Abby, son, Aiden, daughter, Sloane, and cat, Harley. In his spare time, he enjoys playing for the Dayton Braves club baseball team, golfing, grilling, coaching Aiden, and playing trivia, which is how Chris and his wife, Abby met.

Chris also serves as the President of the Emerging Leaders Board of 1N5, a local Cincinnati non-profit that aims to stop the stigma around mental health and work toward suicide prevention.

Chris Allen is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.