Allen Buckley, CFP®VICE PRESIDENT
Allen Buckley is a Wealth Adviser who brings a breadth of wealth management experience to the United Capital Modesto office. In 2003, he co-founded Teachers Retirement Services, which handled nonprofit retirement accounts for educators. In 2009, Teachers Retirement Services was looking to offer more services to their growing list of clients and decided to align themselves with Valley Wealth, Inc., now a United Capital office, in order to provide more complex financial solutions. Allen provides Financial Life Management for individuals and wealthy families.
Allen attended Oakdale High School, Orange Coast College and Stanislaus State University. He holds a Bachelor of Arts in Social Science with an emphasis in Economics, Political Science and History. Allen takes an active role in his community. He currently is a member of Modesto Rotary.
Allen lives in Modesto, and he makes his home with his wife, Crystal, and their three children, Ella, Ava and Luke.
What I do really well:
I consider myself the coach of a team. It is my job to put together a group of professionals to help ensure that my clients’ goals are achieved, whether it be wealth advisory, college planning or helping my clients select the proper CPA or Estate Planning attorney.
Why I get up in the morning:
I want to make a difference in my clients’ lives. If I can relieve my clients from the anxiety that comes with their retirement and money management, then I have fulfilled my job and made their lives a little better.
Clients I work best with:
I provide Financial Life Management for individuals, wealthy families as well as business owners.
What I tell clients:
My clients can trust that I have a process to my investment strategy to help guide us through these turbulent times. As an adviser held to a Fiduciary standard, my clients know that I have their best interest in mind when planning their financial lives.