Dawn McAllen, CFP® | Financial Advisor


About: Dawn has spent over 20 years in the financial industry, working at two major investment firms from 1996 to 2015, before leaving corporate world to start her own financial services business focusing on holistic planning. She prides herself on helping clients get to the root of what they want their money to accomplish for them. By looking at all the areas that your money touches you – health, wealth, home and happiness – she creates plans that are motivating now and successful down the road.

Dawn hols her FINRA Series 6, 7, and 65, as well as insurance licenses in many states. She earned her CFP designation in 2007.

Specialties: Dawn focuses on working with clients who are at a transitional point in their life and need a holistic look at their financial status while reassessing life goals. This can mean working with a young professional beginning their career and learning to manage their own resources. It can mean working with clients entering mid-life to develop a plan that connects the dots between a healthy lifestyle, social engagement and financial independence for a fulfilling second half of life. Or, it can mean designing an income and lifestyle plan to transition from full time work to your personal definition of retirement. Whatever life turning point you face, Dawn can help you evaluate your choices and make confident decisions.

Quote: "I know my clients are balancing as much as I am. I've learned personally that having it all really means doing it all. I love helping my clients develop a plan that lightens their daily load and leads to positive change in both their short and long term quality of life."

Connect: Contact Dawn at or at (980) 272-5838, or visit her website below!

member since april 2018