Allan is the founder of Wealth Logic, LLC. An hourly based financial planning and investment advisory firm.
Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich. He is also the author of How A Second Grader Beats Wall Street (Wiley & Sons in 2009 and 2011) and writes for AARP, Financial Planning Magazine and others. Allan has taught finance and behavioral finance at the University of Denver, Colorado College, and the University of Colorado. Despite the many credentials (CFP, CPA, MBA), Allan claims he can still keep investing simple. His professional goal is to never be confused with Jim Cramer.