With 20 years of experience as a financial consultant, Alan loves helping families and small business owners:

  • Define their goals
  • Make sense out of complex financial issues
  • Apply tools that can make reaching those goals easier
  • Follow sound principles
  • Take action to accomplish their goals

Alan graduated from California State University, Northridge, has been awarded the title of of Retirement Planning Specialist by AXA Advisors, based upon the receipt of a Certificate in Retirement Planning from the Wharton School of Business, and has received his Chartered Financial Consultant (ChFC) designation from the American College.


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