Allen Z. Thuma, CFA, CFP®

Allen Thuma joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Senior Investment Analyst at Waverly, Allen brings a decade of experience in portfolio management, research, trading, and collaboration. He is passionate about financial markets, making processes more efficient or automated, and helping clients plan and prepare for their financial future.

Allen cherishes time with family and friends. He enjoys playing basketball, working out, hiking, and eating delicious food. In his free time, he also creates YouTube content (Apologetic videos and music). Most of all, he strives to always continue to grow, whether it is in relationships with loved ones, gaining wisdom, or in his walk with Christ.

Education

• Bachelor of Science in Business, Finance
• Wright State University

Professional Affiliations

• Chartered Financial Analyst Society of Columbus

Community Involvement

• Sunday School Teacher, Redemption Christian Tabernacle

Ask Me About:

• Individual stock selection
• Vacations and traveling (or my most recent trip to Hawaii)
• Philosophy
• My (slowly) growing board game collection