W. Allen Wallace

CFA, CPA/PFS, CFP®, MBA

Chief Investment Officer
Founding Partner

319-826-1898

I have been a personal financial planner and wealth advisor for over 20 years. I have broad experience in creating and implementing personal financial planning and investment strategies that are unique and customized for each client. 


In my role as Chief Investment Officer, I am tasked with overseeing the implementation of our entire Wealth Management Process. 


I love to learn and spend my time reading old books and watching documentaries. I also love to teach and take every opportunity to share the knowledge I have been lucky enough to accumulate, especially with my children. 


Allen writes frequently for Basepoint Wealth. Read his commentary.

W. Allen Wallace

Offices:

Cedar Rapids, Iowa