R. Allen Purkiss

CFP®

Purkiss Capital Advisors, LLC

Financial Advisor

Contact Me

R. Allen Purkiss

CFP®

Purkiss Capital Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - R. Allen Purkiss, CFP®

Contact Me

(203) 431-5862

Website

Fee-Only financial planner located in Ridgefield, CT, serving clients locally and across the country

Meet R. Allen Purkiss

R. Allen Purkiss, founder and principal of PCA, has over 20 years experience in the financial markets both here and abroad. After starting his career as a Financial Consultant with Merrill Lynch & Co, he went on to become Director of Fixed Income Sales at a leading Spanish brokerage firm in Madrid, Spain. His career in investment banking culminated in his appointment as Head of Non-Dollar Fixed Income Sales for a leading British bank in New York. He is a Certified Financial Planner™ practitioner who brings to his firm many years of experience and a strong knowledge and understanding of financial markets and solution-driven account relationships.

R. Allen Purkiss is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    R. Allen Purkiss is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact R. Allen Purkiss

(203) 431-5862

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Office Locations:

  • 62 Barry Avenue
    Ridgefield, CT 06877

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