The NFL Players Association maintains a Registered Financial Advisor program that provides active and retired players with a vetted list of qualified advisors. Goldman Sachs, Morgan Stanley, and UBS all participate. Being NFLPA-registered is a credibility signal that puts Paragon on the same playing field as the wirehouses.

NFLPA Financial Advisor Registration

Why It Matters

  • NFLPA-registered advisors appear on the official directory that players and their agents reference when choosing financial partners.

  • Registration signals to players that the advisor has been vetted for qualifications, fiduciary duty, and professional conduct.

  • It opens doors to NFLPA events, rookie symposiums, and education programs where Paragon can build visibility.

  • Orleans’s NFL background combined with Allen’s NFLPA registration creates a credibility combination that very few boutique firms can match.

How to Apply

  • Visit NFLPA.com and locate the Registered Financial Advisor application under the Player Services section.

  • Complete the application with Allen’s credentials: CFP®, 10+ years licensed experience, Goldman Sachs VP background, fiduciary status through Savvy Advisors.

  • Submit the $2,500 application fee.

  • Pass the background check and agree to the NFLPA code of conduct.

  • Once approved, Paragon will appear in the NFLPA’s official advisor directory.

Requirements

  • Education: Bachelor’s degree from an accredited university.

  • Designation: CFP® (Certified Financial Planner) and/or CFA (Chartered Financial Analyst).

  • Experience: Minimum 8 years of licensed experience.

  • Fiduciary: Must operate under a fiduciary duty to clients.

  • Application Fee: $2,500 (non-refundable).

  • Background Check: Due diligence review and code of conduct agreement.

Allen meets all of these requirements. NFLPA registration should be evaluated as a priority action item.

Other League Programs to Evaluate

  • NBPA: The NBA Players Association has a financial advisor vetting process. Research current application requirements.

  • MLBPA: MLB has a financial education program through the Players Association. Investigate participation opportunities.

  • NHLPA: The NHL Players Association offers financial education resources. Explore partnership or advisor registration.