Meet Our team

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David Allen, APMA®, CRPC®, CLTC® is the Owner and Consultant at Providence Financial Advisors, a Registered Investment Advisor based in Rhode Island. With over 30 years of experience in the financial services industry, David specializes in portfolio management, retirement planning, and long-term financial strategy. He operates under a fiduciary standard, putting clients’ best interests first in all advisory decisions. David holds multiple professional designations, including Accredited Portfolio Management Advisor (APMA®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Long-Term Care Consultant (CLTC®), and brings a disciplined, client-focused approach to every relationship.

https://www.linkedin.com/in/davidallenbusinessowner/

Jackson Krieger is a Quantitative Finance student in Providence College’s Honors Program with hands-on experience in financial services and operations. He currently interns at Providence Financial Advisors, where he assists with client meetings, supports day-to-day operations, and helps streamline internal workflows through CRM management and automation. Through both his academic work and professional experience, he is developing a strong foundation in finance while gaining practical insight into how a client-focused advisory practice operates.

https://www.linkedin.com/in/jackson-krieger88/