Tom Allen

Wealth Advisor, AIF®
Texas Regional Representative
Toll Free:
888-643-3133
Local:
949-596-8483
Fax:
949-502-0048

Client Services Specialist

Judy Baba

Phone: 949-428-0458

Tom Allen is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He is an Accredited Investment Fiduciary (AIF®), Certified Cash Balance Consultant (CBC) and a Chartered Financial Analyst (CFA®) Level III Candidate who is committed to providing personalized investment advice based on financial science.

Tom specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Tom received his Bachelor of Science in Management Science as well as his Bachelor of Art in Philosophy from the University of California, San Diego. Prior to his role as an advisor, Tom held positions within trading, operations and risk management capacities.

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity