Richard H. Allison
CFP®, EA, MBA
Financial Advisor
“Life is what happens when you’re busy making other plans.” – John Lennon
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Education &
Affiliations &
Rich earned a bachelor’s degree in civil engineering from the University of Utah and a master of business administration degree from West Texas A&M. He is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service.
Rich is a U.S. Air Force veteran and active reservist. During his time on active duty, he flew UH-1N, MV-22, and CV-22 aircraft and was stationed across the country. In the Air Force Reserves, he represents the Department of Defense at the FAA Air Traffic Control System Command Center.
Outside of work, Rich loves playing with his five children, reading, and any activity that gets him outdoors.
Education &
Designations
- University of Utah
Bachelor’s in Civil Engineering - West Texas A&M
MBA - CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent (EA)
Affiliations &
Community Service
- United States Air Force – veteran, active reservist
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.