About My Practice
Allegra & Company is a wealth management firm with expertise in all areas of financial planning, investment management and tax preparation, founded in 1992 by David J. Allegra, CPA, CFP®. Allegra & Company is committed to maintaining the highest ethical standards, integrity and professionalism with our clients. We will make every effort to understand your financial situation and provide you with the knowledge, insight and recommendations to help you achieve your financial goals.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services through Royal Alliance Associates, Inc., to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: NJ, Health/disability insurance: NJ, Property/casualty: NJ, Fixed annuities: NJ, Variable annuities: NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Royal Alliance Associates
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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