Allan T. Argosino

Allan Argosino has more than 30 years of experience helping individuals and families achieve their financial goals, to give them control of their financial lives so that they can pursue their life goals. Allan takes a comprehensive approach to financial planning and believes that building a strong relationship based on trust and transparency is essential to achieving long-term financial success. Allan has worked at investment banks and insurance companies; he is very passionate about helping clients develop personalized financial strategies tailored to their unique needs and objectives.

Allan is very passionate, knowledgeable, and experienced in Social Security and Retirement Planning, and in creating “bespoke financial roadmaps” for individual clients in their Wealth Distribution phase of investing. He is a COFE Educator, teaches classes in colleges, libraries, and businesses with the goal of improving the Attendees understanding of the financial markets. A lifelong financial coach and mentor, Allan wants to empower people to manage the risk in their investments, have enough money in retirement, and maximize their assets/investments to work for them.

About Allan:

• Life mantra: “The purpose of human life is to serve, and to show compassion and the will to help others” – Albert Schweitzer

• Favorite books: The Bible, The Road Less Travelled, The Count of Monte Cristo, Liar’s Poker, The Prophet.

• Proudest moments: riding my bike from Prague to Vienna, completing 8 half-marathons in 2020, and becoming a father.

• On my bucket list: play the piano, write music, start sailing again, do missionary work, and start a charity “Pay it Forward.”

• Allan grew up in Wichita, KS and moved to San Francisco in 2000 where he lives with his 16-year-old daughter, Olivia.

Allan competed in over 30 triathlons and marathons, and he’s currently hooked on Pickleball and Soul Cycle spin classes.

• Allan is passionate about mental health, and in giving back by helping people feel happy and fulfilled through Mindfulness and Meditation. Allan has rekindled his interest in art and photography from his teenage years.

Education, Licenses and Designations:

• MBA in Finance – New York University, Stern School of Business

• BBA in Finance – (Business Administration) – Emory University, Goizueta School of Business

• National Social Security Advisor (NSSA®)

• Wharton School ONLINE (University of Pennsylvania) – Certificate in Business & Financial Modelling

• UC Berkeley EECS (edX) – Certificate in Blockchain Fundamentals

• Licensed in California – Life, Accident, and Health Insurance (Annuity & Long-Term Care). Series 65 and SIE.