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Olivia Allen

Olivia Allen

Financial Advisor

Olivia Allen joins International Planning Alliance following a successful career in the hospitality industry, culminating in upper management positions at prestigious Baltusrol Golf Club (Springfield, NJ) and Peacock Inn (Princeton, NJ). Born with a knack for business and numbers, Olivia first learned, as a very young girl, the value of "paying herself first" from her mother, frequently discussing savings strategies, creating "businesses" and acing the board games “Tycoon" and "Monopoly.”

During her 10+ years working in restaurants and hotels, she saw growth opportunities for employee benefits and resources across hospitality. From hosting complimentary retirement planning education sessions to webinars on taxation basics for tipped employees, her focus is advancing employee financial literary.  

Additionally, she works with and offers one-on-one coaching to national organizations like United States Bartenders Guild, ROC United, and CORE: Children of Restaurant Employees.   

Olivia lives in Colorado with her partner, Peter, her Pitbull, Jackson, and Peter’s Cockapoo, Buddy.

Read Olivia's latest contribution to the IPA Ideas blog:

Is An Annuity Appropriate for You in Retirement?

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.