Robert Allan
Founding Member and Managing Director of Welon Trust with backgrounds in financial planning, accounting (CPA), and investment analysis (CFA), responsible for operations and building processes for the trust company.
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Feb 19, 2026 • 45min
Building Childfree Trust® - Partnership with Welon Trust | Dr. Jay Zigmont, CFP®, John Steiner, CFA®, & Robert Allan, CFP®, CFA®, CPA
Robert Allan, founding member of Welon Trust with CPA and CFA credentials, and John Steiner, veteran trust-company founder and governance lead, discuss creating Childfree Trust®. They describe regulatory hurdles, building processes to outlive founders, and designing emergency medical workflows. Short, candid stories reveal social bias and why traditional trusts refused this work.
