Allen Stocker, CFP®
Managing Partner/Private Wealth Officer
Allen Stocker, CFP® is the founder and Managing Partner of Patriot Asset Advisors. He loves financial planning and investment management, yet still dreams of being a professional golfer. He also likes to hike, enjoys reading, and loves to cook. He is very competitive, a driven person, and a private wealth officer.
As a CERTIFIED FINANCIAL PLANNER™ professional, Allen specializes in providing comprehensive financial planning and fee-based investment management to his clients.
Allen is an Ohio University graduate with a Bachelor of Business Administration (BBA). He earned his CFP® certification in 2007 at Kaplan Financial. Allen is a veteran who served with the Ohio Air National Guard for 22 years.
He grew up in Ohio, north of Cambridge, near Salt Fork Lake. Allen currently resides in Pataskala, Ohio, with his wife, Karen. They have two adult children, Drew and Sarah. Family is important.
Allen supports his community through past and present involvement with causes he cares about:
- Helps with youth sports at a local church
- Attends Daybreak Church in Etna
- Former Treasurer, Licking County Coalition of Care
- Past President, Pataskala Rotary Club
- Past President; Reynoldsburg-Pickerington Kiwanis
- Former member of the audio-video team and basketball referee for the K–6th-grade youth in the Upward League.
“In an industry plagued with conflicts of interest, I’m proud that we offer a high quality fiduciary service that puts our clients first.”
