Allegiance Financial: Who We Are

202 McKnight Park Drive
Pittsburgh, PA 15237-6533
Phone: (412) 369-7755
Toll free: 1-800-369-7751
Fax: (412) 369-7299
E-mail: [email protected]

Our Philosophy

Each investment portfolio is individually constructed based on your personal goals and objectives.

We predominantly utilize no load mutual funds. We may also recommend individual stocks, bonds, Treasury obligations and other investment vehicles as may be consistent with your financial objectives.

To the extent possible, we attempt to avoid or minimize transaction costs, internal fund expenses and other charges that can dramatically reduce your return over time.

We prefer investments having the potential of consistent, positive performance over the long term. We believe most investors will have a greater opportunity for success if they avoid the extreme highs and lows of the markets which can lead to emotional investment decisions. These are often detrimental to the achievement of financial objectives.

Professional Experience

Principal and founder of Allegiance Financial Advisors, Inc.
Financial Advisor since 1984
CERTIFIED FINANCIAL PLANNER™ Professional (1989)
Member of the Financial Planning Association (FPA)
Former co-host of the weekly radio talk show Your Money Matters
Presenter of educational workshops for financial and retirement planning at Fortune 500 corporations, including Westinghouse, United States Steel and Allegheny Ludlum Steel
Retirement consultant for Fortune 500 corporate employees, including AT&T, American Express and Bell Atlantic

Teaching Experience

Adjunct faculty member of the National Endowment for Financial Education
Adjunct faculty member of Robert Morris College
Instructor of the CERTIFIED FINANCIAL PLANNER™ Program

Memberships

President of the Greater Pittsburgh Chapter of the Institute of Certified Financial Planners
Former Board member of the Pittsburgh Chapter of the International Association for Financial Planning

This website was designed to give investors an overview of our company and the investment programs we offer. If you have any interest in finding out more about how our services can be of benefit to you and your investment goals, please contact us at [email protected].

CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

These pages were designed and created by Tachyon Solutions, Inc.

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