First Command Financial Advisor - Claudia Allen Owner verified

About

Claudia Allen joined First Command Financial Services as a Financial Advisor in April 2024, following a 22-year career in the United States Army, where she attained the rank of SFC. Claudia understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

Claudia has a bachelor's degree in Healthcare Specialist from Franklin University , and a master's degree in Human Resources from Columbia Southern University. She holds Series 6,63, and 65 securities licenses plus life and health insurance licenses in TN, KY, and VA.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Claudia serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Claudia will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

Active in her community, Claudia is a member of Audie Murphy Club.

In her free time, Claudia enjoys, gardening, painting and spending time with friends.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of "Coaching those who serve in their pursuit of financial security."

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