W. Allen Wallace
CFA, CPA/PFS, CFP®, MBA
Chief Investment Officer
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.
Cedar Rapids, Iowa