Suprise, AZ – Prominently featured in The Inner Circle, Bradley A. Allan is acknowledged as a Pinnacle Professional Member Inner Circle of Excellence for his contributions to Guiding Clients Toward Financial Security with Personalized Solutions.
Bradley A. Allan, founder and Chief Executive Officer of The Allan Agency, has spent over two decades helping individuals and families secure their financial futures through customized health and wealth solutions. Since launching the agency in 2019, Mr. Allan has cultivated a trusted presence in both Washington and Arizona, offering a client-first approach that blends strategic guidance with personalized service.
With offices and dedicated staff in multiple locations, Mr. Allan frequently travels between states to maintain hands-on relationships with clients—conducting in-person appointments, leading educational seminars, and even making traditional house calls to ensure convenience and comfort. His ability to connect authentically with clients sets him apart in an industry often defined by distance and formality.
Mr. Allan’s academic background is equally distinguished. He holds a Master of Business Administration in Sustainable Business and Renewable Energy Management from Presidio Graduate School, a Bachelor of Business Administration from City University of Seattle, and a Green Belt certification in Six Sigma from Villanova University. Licensed in 25 states, he brings both depth and versatility to his advisory work.
Beyond business, Mr. Allan is civically active and passionate about making a broader impact. He supports charitable initiatives like Sing Me a Story and co-hosts the podcast “Sustainable Retirement Solutions with Brad and Patty Allan”, where he shares practical insights with listeners navigating the path to financial stability.
A devoted husband, he enjoys golfing, cooking, and spending quality time with his wife, Patricia “Patty” Allan. Looking ahead, Mr. Allan plans to continue expanding The Allan Agency’s reach, while maintaining the integrity and accessibility that have become his professional hallmark.
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