Allan believes in his clients’ missions to provide a secure and adequate retirement. Supporting his clients in achieving that goal in a thoughtful, prudent, and cost-effective manner motivates him on a daily basis.
San Diego
Allan believes in his clients’ missions to provide a secure and adequate retirement. Supporting his clients in achieving that goal in a thoughtful, prudent, and cost-effective manner motivates him on a daily basis.
Joined Meketa in 2019
Previous roles:
Other responsibilities at Meketa:
BA, Antioch College West
Allan is a member of the Advisory Board for the homeless advocacy group Step Up on Second.