Elizabeth Allen

bf9683f572c8426c9270465140cdeb51Title: 401(k) Manager, Senior Consultant

Company: BTA Advisory Group

Location: Irvine, Calif.

A qualified plans manager, Elizabeth Allen continues in her 16th year as senior consultant at the financial solutions provider, BTA Advisory Group. Wielding 24 years of coaching, plan design, and writing educational and training programs, she provides BTA Advisory Group 401(k) management, attributes her success to being open and listening to her clients. There, Ms. Allen functions as a consultant in design, relationship management, and fiduciary coaching.

Ms. Allen works with the department of labor, while training and writing investment policy statements. Initially, she became involved in her profession through her knowledge of the 401(k) plan. Ms. Allen received a bachelor’s degree in art education from Hood College, instructor education from the Dale Carnegie Sales Course, and certification in leadership management from the Success Motivation Institute.

As Ms. Allen was a U.S. Navy wife, she thrives on giving back and donating her time to men and women that give their lives for their country through Teamrwb.com. She is also working for two other advisory groups at this time in the wealth team solutions and insight wealth strategy. In five years, Ms. Allen intends to mentor other women by teaching them the principles of success.

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