Allen Cordy

My focus and passion is to deeply serve those that are transitioning into retirement and those who are currently retired.

Our clients seek and value our advice delivered through a comprehensive process in six key areas. We help them:

- Identify and define their purpose and prioritize their financial goals.
- Develop and implement investment strategies that match their risk tolerance.
- Increase their financial knowledge and confidence.
- Identify and minimize unforeseen financial risks.
- Create a tax-efficient income distribution plan during their retirement.
- Create a multi-generational legacy plan.

I earned a B.S. in Business Administration from CSU Fresno.

I joined Edward Jones in 2001 after owning a retail truck accessory business in Manteca, CA for 10 years. During my career with Edward Jones, I've continued my dedication to education by acquiring multiple professional designations including the CFP®, ChFC® and the AAMS®,.

My wife, Kerry, and I have been married for 28 years, and we have two daughters, Katie and Kristine. We enjoy travel as a family, spending time outdoors and fishing for multiple species. In the last five years, I've been very dedicated to designing, building and racing 60-80 mph RC boats and have won a few regional championships.

An additional key member of my branch is Christina Stout, who has been with Edward Jones for 15 years and is part of our highly experienced team.

Our team is here to help you feel Understood, Informed, In Control and Secure.