Corey Allen | Primerica Advisors
Financial Advisor Financial Planning & ServicesInsuranceVeteran Owned & Operated
Having grown up in the small town of St. Martinville, Louisiana to “Okra & Potato” Farmers, Corey served his country and is a proud Army Veteran. Corey served from 2002 – 2008 with multiple deployments to Iraq as a Gun Truck Commander. He started his financial services career in 2004. He works with professionals from all walks of life, and has experience serving business owners, military veterans, health care, education and C-suite level professionals.
Corey has a “Client First” philosophy and is committed to helping professionals build, preserve, and transfer generational wealth in a way that is consistent with their financial goals and values. He provides financial wellness and financial literacy workshops, retirement & investment planning, and single solution strategies depending on the needs of each client. Corey always starts by trying to understand the client’s current (and often complex) financial situation with his “Seek First to Understand” & “Common Sense” communication approach. He then works with the client to develop a plan to help them achieve their financial goals.
Corey graduated Magna Cum Laude in Business Administration from Texas A&M University-Central in 2010 and completed his MBA from Texas A&M University Commerce in 2012. He is currently completing his Masters in Financial Planning from The American College of Financial Services. He is very active with military veterans, his community and his Church. Corey’s greatest honor, is marrying his very best friend, Celestina and enjoying time with their son, Jeremiah.