Broker Check
Eric Allen

Eric Allen

Director of Operations

Focus

Eric is driven by a passion to assisting advisors in helping their clients pursue their financial goals. He believes that a goal of financial freedom allows people to invest in themselves and the causes they care about.

Eric is a servant-leader who enjoys working in a variety of roles such as interacting with clients. Eric is passionate about philanthropy, which is one of his favorite financial planning topics. He believes in philanthropic giving and the important impact it has.

Background & Experience


Eric is a CERTIFIED FINANCIAL PLANNER´╗┐TM (CFP®). Eric graduated with honors from Drexel University with a Finance Degree. Eric is licensed in life and health insurance and holds the Series 7 and 66 licenses with LPL Financial.

Eric has over a decade of experience in the financial services industry. Before joining Cook Legacy Advisors, he was the Director of Financial Planning and Operations at Regional Investment Advisors, where he served clients in the greater Philadelphia and South Jersey area. Eric also worked as a Paraplanner, collaborating with advisors to complete, implement, and monitor financial plans, as well as conducting in-depth investment analysis. 

Away from the Office

When he's not working, Eric enjoys spending time with his family, which includes his wife Debbie and son Domnic. One of Eric and Debbie's favorite activities is exploring the hidden gems of South Jersey's many wineries. Eric also enjoys volunteering at Calvary Chapel of Gloucester County and playing golf in his spare time.