Financial Wellness Advocacy & Consulting
Helping promote and improve financial wellness across the globe
Financial Wellness Advocacy & Consulting
Helping promote and improve financial wellness across the globe
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Who we are
About Kent Allison
The Technical Stuff
The Technical Stuff
Kent is a Partner (retired) and the former National Leader of PwC’s Employee Financial Wellness Practice, which specializes in providing un-biased financial education and wellness services.
A pioneer, market disruptor and thought leader in the field, Kent is recognized as one of the world’s leading advocates of employee financial wellbeing
Kent is a Partner (retired) and the former National Leader of PwC’s Employee Financial Wellness Practice, which specializes in providing un-biased financial education and wellness services.
A pioneer, market disruptor and thought leader in the field, Kent is recognized as one of the world’s leading advocates of employee financial wellbeing and has spent his entire career focused on helping others improve their financial lives. He also consults with financial institutions to help develop their financial wellness strategies and digital solutions; has worked with various government entities focused on improving national financial literacy and wellness; consulted with the US Military to address the financial needs of its personnel; and is involved with various initiatives in the not-for-profit and charitable arena.
He is the original author of PwC’s Annual Employee Financial Wellness Survey and is frequently quoted in the media on personal financial matters. He has been interviewed by such organizations as the Wall Street Journal; US News & World Report; Fox Business News; CNBC; USA Today; Business Insider, Financial Planning Magazine; Employee Benefit News; Plan Sponsor; Pension & Investments; Dow Jones/Smart Money; Reuters; Huffington Post; Motley Fool and many others. He has also authored numerous articles in various publications and is often sought out to speak at industry conferences in the US and overseas, including being a featured speaker at the Asian Financial Planning Journal Conference, the Global Mobility Conference, the Australian Corporate Health & Wellbeing Summit, and the UK Pension Forum. He has also served as technical advisor and key contributor to four books on Financial Planning: “The Personal Financial Adviser”; “Secure Your Future”; “Manage Your Wealth: A Guide to Tax and Wealth Management” and “Get a Financial Life” (a NY Times Best Seller).
He is a CPA, a Personal Financial Specialist, a graduate of Rutgers College and a long, suffering fan of their sports teams.
The Technical Stuff
The Technical Stuff
The Technical Stuff
Whether you're just starting out or looking to restructure we've got you covered. Our mantra is: analyze, identify, advise, execute. Our mission is to create relationships, not transactions. Our promise is that we'll be there, as questions or issues arise, every step of the way.
Our Expertise
The Technical Stuff
Our Expertise
We're advocates and strategists that thrive on sharing our experience and knowledge to help you make a success of your business. Our track record proves that clear communication and expert collaboration will boost your bottom line.
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