Allen Mueller

Dallas, TX

Verified Identity

Founder / Financial Planner at

7 Saturdays Financial

Years of Experience

3 years

Number of Clients

Average Client Size

$1,500,000

Member Since

2022

Allow Me to Introduce Myself

7 Saturdays Financial specializes in helping high-performers retire with confidence. ------------ 👋 I'm Allen, you could describe me as “an engineer turned finance nerd.” I worked in corporate roles (engineering and finance) for 15 years before deciding that financial planning was my true calli...

Clientele

Retirees

Inheritors

High Net Worth Individuals

New Investors

Tech Employees

Government Contractors

Services Provided

Retirement Planning

Tax Planning

Financial Planning

Investment Management

Specialties and Expertise

Retirement Income

High Net Worth Planning

Portfolio Construction

Tax Minimization Inv...

Cash Flow Analysis

Credentials and Designations

CFA®

Chartered Financial Analyst®

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MBA

Master of Business Administration

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Pricing Models

Flat Fee

Education

University of Texas at Dallas

MBA - Masters of Business Administration, concentration in Finance

Obtained in 2015

Southern Illinois University Carbondale

Master of Science - Mining Engineering

Obtained in 2009

Southern Illinois University Carbondale

Bachelor of Science - Mining Engineering, minor in Mathematics

Obtained in 2007

Previous Work Experience

7 Saturdays Financial

Founder / Director of Financial Planning

2022 - Present

Advisor Links

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Advisor Website

Disclosures and Proof of License

SEC Profile

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