AllGen Financial Welcomes Growth to Investment Management Department

AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation

AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its Investment Management Department. AllGen is prepared to reach new heights with its growing Investment Management Department and will continue to help clients navigate the evolving financial world.

AllGen is proud to introduce Christina Shaffer, CFA, as the new Director of Fixed Income. Christina previously worked as a Senior Fixed Income Research Analyst for Charles Schwab’s Center for Financial Research where she educated clients on market events within fixed income and the economy.

“Coming from the market research space where I didn’t always see how my work impacted the client,” says Christina, “I am excited to join the AllGen family to advance the fixed income side of our clients’ portfolios and help clients reach their financial goals.”

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Transitioning into the role of Director of Fixed Income, Christina is here to bring her depth of fixed income and economic expertise to the Investment Management team and lead clients down the path to Financial Freedom. AllGen’s Investment Management Department is excited about expanding its wealth of knowledge as a whole. By offering high-quality solutions for portfolio analysis, diversification strategies, in-depth financial planning services, and more – AllGen’s team draws on a wealth of experience to advance their clients toward their financial and life goals.

AllGen Financial is also pleased to announce Ryan Staton’s promotion to the Director of Trading and Portfolio Implementation. “After having the opportunity to work with many different financial advisory firms while working at Charles Schwab, AllGen’s core values and vision for their clients personally align with mine the most. We believe that empowering clients with tools to implement even small improvements to their financial situation can have tremendous, life-long impacts on their ability to achieve Financial Freedom,” says Ryan.

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As the financial industry evolves, Ryan emphasizes the importance of utilizing the resources that investment managers and financial planners offer in helping clients optimize and achieve financial goals. He states that “the way AllGen’s team of investment managers and financial planners work together is critical in remaining current on industry trends as we strive to offer the highest quality advice.”

AllGen Financial’s growing Investment Management Department is committed to leading clients along their financial journey with confidence. Moving forward, AllGen will continue to offer solutions for all generations to facilitate informed decision-making and further promote financial wisdom.