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Allen Weisz, CGMA, CPA

Allen Weisz, CGMA, CPA

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 is a retirement plan advisor based out of Minneapolis, MN.

Allen joined CAPTRUST in 2014 as a 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 50 Institutional Consultants | 2019 (Team Esch)

Memberships

  • Member, American Institute of Certified Public Accountants
  • Member, Minnesota Society of CPAs, Pension Oversight Committee
  • Vice Chair, Minneapolis Pension Council

News & Resources

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