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Billy Allen, CFP®, CSLP®

Associate, Wealth Planner

Billy Allen is an Associate Wealth Planner at Composition Wealth, where he helps clients achieve their financial goals through personalized, well-researched planning. With five years of experience in wealth management and financial planning, Billy holds both the CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Planner® designations.

Before entering the financial industry, Billy served as a Field Artillery Officer in the U.S. Army’s 101st Airborne Division, including a deployment to Afghanistan. His military experience instilled in him a strong sense of discipline, preparation, and integrity—qualities he brings to every client relationship.

Billy approaches his work with dedication and empathy, ensuring each client receives the care and attention they deserve. He values collaboration and believes in meeting clients where they are, always striving to deliver clarity and confidence in their financial journey.

Fun Facts:

  • Is an avid reader, having once read 72 books in a single year.
  • Is a lifelong fan of sports teams that provide little joy but ample embarrassment (NY Jets, Mets, Islanders, and Knicks).
  • Served 5 years in the U.S. Army as a Field Artillery Officer, with one deployment in Afghanistan.