Kim Allen, Certified Financial Fiduciary 

Kim G. Allen, LUTCF, is the Founding Partner of United Professional Advisors, bringing nearly four decades of experience in comprehensive financial planning, business succession, and estate planning.

Kim is dedicated to helping individuals, families, and business owners achieve clarity, confidence, and long-term financial success. His approach centers on developing customized strategies for asset accumulation, preservation, and transfer, ensuring each client’s financial goals align with their values, vision, and legacy.

Over the course of his career, Kim has advised thousands of clients and built enduring, multi-generational relationships grounded in trust, education, and disciplined planning. His leadership has been instrumental in building United Professional Advisors into a firm focused on integrity, personalized service, and long-term partnerships.

Kim remains actively involved in both local and national professional associations, allowing him to stay at the forefront of evolving planning strategies and industry best practices. He is a graduate of the State University of New York at Albany and is married with four children.