Allen Stocker CFP®
Allen is the Founder and President of Patriot Asset Advisors and specializes in financial planning and investment management. He is a highly respected independent authority on both comprehensive financial planning as well as fee-only investment management.
Allen built a successful practice during his 14 years with AG Edwards & Sons. Following two corporate mergers in 18 months, he founded Patriot Asset Advisors with the mission of providing his clients with independent advice from someone they can trust.
Allen is a Certified Financial Planner™ professional (CFP®) and holds a bachelor’s degree in Business Administration from Ohio University. In addition to his professional designation, Allen is a Registered Representative with Summit Brokerage Services, Inc. (Member SIPC) and is licensed in several states as an insurance agent. He offers advisory services as an Investment Adviser Representative through Cetera Investment Advisors LLC. Many of his registrations and licenses require substantial continuing education.
He and his wife, Karen, have taken an active role in their community. Both are heavily involved in the life of their church and Allen serves on the Board of Directors for the Licking County Coalition of Care. They have two adult children. Allen and Karen have participated in a number of capacities for youth athletics. Additionally, Allen has served as the president and vice president of two civic organizations. Allen has also served his country spending twenty-two years as a member of the Ohio Air National Guard. He enjoys spending time with family, golfing and traveling.
Areas of specialty:
- Planning for and managing financial independence
- Tax-advantaged investing and custom crafted retirement and investment portfolios
- Corporate retirement plans and group life insurance
- Business service solutions, buy-sell agreements and key man insurance
- Business executive plans and employee stock options
- Alternative investments
Typical Client: Allen enjoys working with a diverse group of clients. He has experience helping business owners, executives and retirees. In addition, he is adept at helping individuals during life changing events like retiring, changing jobs, inheritance, getting divorced, losing a loved one, and becoming new parents.