2 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
- With CAPTRUST Since 2014
- 952.358.3400
-
333 S 7th St
#2900
Minneapolis, MN 55402
Allen Weisz, CGMA, CPA
Senior Financial Advisor
- St. Paul, MN
- Walden | To Catch a Thief
- My son Matthew, my wife Cindy, and my cousin Todd
- Honesty, perseverance, and enthusiasm
Financial Advisors
Allen Weisz is an institutional retirement plan advisor based in Minneapolis, MN.
Allen joined CAPTRUST in 2014 as a senior financial advisor with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the merger, Allen served as chief operating officer with DCAdvisors, and has worked in the industry since 1989.
Education
- Bachelor’s degree in accounting from the University of St. Thomas
Industry Designations
- Certified Global Management Accountant
- Certified Public Accountant
Awards & Recognition
- Barron’s Top Institutional Consultants | 2019, 2020, and 2021 (Team Esch)
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Minneapolis)
Memberships
- Member, American Institute of Certified Public Accountants
- Member, Minnesota Society of CPAs, Pension Oversight Committee
- Vice Chair, Minneapolis Pension Council
News & Resources
Resources
Retirement Plans
2 months ago
Barron’s Honors 17 CAPTRUST Institutional Advisor Teams
For this ranking, Barron’s recognizes the nation’s top teams specializing...
Retirement Plans
3 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
3 months ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
