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Find a SmartVestor Pro at Allen & Company

Dave Ramsey is known worldwide for his unique and pragmatic take on investing and finance. He’s helped millions of people reduce their debt, control their finances, and plan for their futures.

At Allen & Company, we hold these values dear to us as well. It’s all part of our mission to serve our clients with integrity and for the long term.

That’s why several of our financial advisors — in addition to upholding Allen & Company core values — are also SmartVestor Pros. Here’s how you can get started on your path to financial independence.

Meet Financial Advisor Kyle Cobia — SmartVestor Pro

Kyle Cobia is an Allen & Company Financial Advisor based in our Winter Haven office and a SmartVestor Pro.

Kyle says: “I agree with the vast majority of what Dave Ramsey teaches. You know, Baby Steps 1-7… is an outstanding plan that I typically use with my clients.”

He enjoys meeting investors through SmartVestor Pro, helping them to pursue their financial goals through various methods.

 

 

 

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Allen & Company or LPL Financial.

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