Christian Allen — CEO

I’ve spent the last 20 years in financial services. I started in the traditional planning world — 401(k)s, IRAs, brokerage accounts, asset allocation models. The standard advice high-income earners are told to follow. But over time, something didn’t add up. As I worked closely with high-earning professionals and business owners, I noticed a pattern: the people building real, lasting wealth weren’t relying solely on the conventional playbook. They were intentional. Strategic. Tax-aware. They invested in real estate, private equity, operating businesses, and alternative assets. They thought differently about liquidity, leverage, and long-term control. They weren’t just accumulating assets — they were building capital systems. That realization changed how I viewed wealth building. In 2014, I founded Money Insights — a platform designed specifically for high-income earners who want to become true wealth builders, not just diligent savers. Today, we serve more than 2,000 clients nationwide, are licensed in all 50 states, and oversee more than $500 million in assets under management. We’ve grown into a multi-seven-figure advisory firm built around a simple principle: Every dollar should do more than one job. Through strategies like The Investment Optimizer and advanced capital design, we help high earners create liquidity, reduce long-term tax drag, and build flexible capital they can deploy into real wealth-building opportunities. As CEO, my role today is focused on vision, strategy, and system design — building the platform, partnerships, and infrastructure that allow our team to serve clients at the highest level. I no longer sit in day-to-day client meetings; instead, I focus on strengthening the machine that supports them. We’re proud to maintain a perfect 5.0 rating across 180+ five-star Google reviews — a reflection of the long-term relationships and trust we’ve built with our clients. I’m also the host of The Money Insights Podcast, where we explore alternative investing, capital efficiency, and how high-income earners can think beyond the traditional financial model. If you’re already doing well — and you’re looking to build something more intentional, more strategic, and more scalable — that’s exactly who we built this for.

Stackforce AI infers this person is a Fintech leader specializing in wealth management and strategic financial planning.

Location: Salt Lake City, Utah, United States

Experience: 20 yrs 2 mos