Introduction by ebook's author:
Fast forward to 2004, one seeming normal day, the phone rang –on the other end of the line was my boss-the regional managing director of Well Fargo Private Bank, asking me to come to his office. When I arrived, the HR director informed me that my services as a portfolio manager we’re no longer needed.
Over the next several months I struck out on a full time job hunt. Everywhere I applied for a position, it seemed they were looking for something I did not have, or someone with a slightly different skill set. How could this be? I had over a decade of industry experience and a graduate degree, yet no one wants to hire me?
Since I could not find a job, I decided to start my own investment management business. Over the next 5 years, I kept borrowing more and more money to keep the business going, spiraling ever deeper into debt. I had to find a way out of this.
I started to notice similarities, patterns and commonalities among not only my own finances but my clients as well. I knew that there must be a common solution to our common problems. I knew that if I could find an easy to follow system that anyone could use, that just worked, I could help a lot of people, myself included.
Craig D. Allen, CFA, CFP, CIMA, President of Montecito Private Asset Management, LLC has been managing assets for foundations, corporations, and high-net worth individuals for over twenty years. He is a Chartered Financial Analyst (CFA charter holder); a Certified Financial Planner (CFP); and holds the Certified Investment Management Analyst (CIMA) certification.
Mr. Allen holds a Master of Pacific International Affairs (MPIA) degree from the Graduate School of International Relations and Pacific Studies at the University of California San Diego (2003), with a Career Concentration in Comparative Policy Analysis, and a Regional Concentration in Latin America. He also holds a Bachelor of Business Administration (BBA) degree in Finance from Stephen F. Austin State University (1990).
“Use the DUMP THAT DEBT!™ System to reduce debt fast, eliminate debt permanently, and take back your life!”
Mr. Allen is the President of the Board of Directors and serves on the finance committee of Transition House, a Santa Barbara-based charitable organization focused on transitioning families in need from homelessness and financial distress, to stability and home-ownership. He is also a member of the CFA Institute, a member of the Investment Management Consultants Association (IMCA), a member of the CFA Society of San Diego, and a member of the Southern California Investment Managements Consultants Association.
Mr. Allen is also a seasoned business consultant, drawing on his extensive experience in investment banking, financial accounting, financial and tax planning, and senior level management. Mr. Allen is the author of the book, “Short-Term Decisions equal Long-Term Disasters;” (iUniverse; 2003), and presents financial markets update each week on radio KZSB – AM 1290 in Santa Barbara, wrote a weekly column in the business section of the Santa Barbara News Press, and writes an economic and financial market blog—FinanceWithCraigAllen.blogspot.com. Mr. Allen is frequently published and quoted in many publications including the Wall Street Journal, the Pacific Coast Business Times and other publications and websites. Mr. Allen is also a faculty member of Axia College of the University… Read more…
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