Allen Trim, CPA Featured Provider
Allen Trim, CPA

(619) 890-1809

San Diego San Diego, CA 92108

Allen Trim, CPA

Allen Trim, CPA is a leading financial analyst in San Diego, California (CA).

As a talented financial professional, Allen Trim has leveraged the skills he acquired as an analyst to create investment plans tailored to individuals and other investment vehicles in his role as a financial advisor.

If you are in need of an experienced financial advisor in San Diego, California (CA), call Allen Trim.
Primary Specialty

Financial Counselor

Education Bachelor of Arts in Economics, Minor in Accounting, UCLA 2006

Lorenzo De’ Medici Academy, Florence, Italy 2004

Italian Art History

Affiliations San Diego Triathalon Club
UCLA Alumni Mentorship Program
Certification Certified Public Accountant, California, 101374

Security Clearance: Secret

Series 7

Series 66

Services Allen Trim, CPA is a leading financial advisor in San Diego, California (CA). As a young professional, Allen Trim provides a fresh outlook on financial solutions, while also maintaing a level of professionalism well beyond his years.

If you are seeking an talented financial analyst in San Diego, California (CA), call Allen Trim CPA.
Consumer Feedback
(3 Reviews)
5 star average for Service
5 star average for Environment
5 star average for Staff
5 star average for Recommended
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Recent Reviews
Allen made sure every single question I had was answered, and he is always available if I think of any more questions I have in relation to my financial well being. He is really friendly and extremely professional, but more importantly, really understands the market.
by Tennis Champ
March 01, 2012
Recent Polls
How would you compare this provider to others in his/her field that you have visited?
There is no comparison!
Did this provider pressure you to purchase any unnecessary products during your visit?
Absolutely not! I was never uncomfortable
by Anonymous
August 22, 2013
Did this provider answer all of your questions?
Every question I had was answered thoroughly
Was this provider's staff friendly?
Yes, they went above and beyond
Did you leave the office feeling satisfied with your visit?
Was this provider's office easy to locate?
Absolutely! It couldn't have been easier!
by BFreman
March 10, 2012
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