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R. Allen Purkiss (CFP®)

R. Allen Purkiss focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Allen Purkiss is a Certified Financial Planner with over 25 years of experience in the markets both here in the US and abroad.  He specializes in helping people who are either retired or planning for retirement.. The investment approach is long term in view and consevative in nature.

NAPFA Start Date

August 09, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

62 Barry Ave Ridgefield, CT 06877-4312 Phone: (203) 431-5862 Fax: (203) 431-5865
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