With more than 25 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 received his Bachelor of Science in Business Administration from California State University, Northridge and his Chartered Financial Consultant (ChFC) designation from the American College. He has a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and is a Credentialed Holistic Financial Coach by the Teachers College at Columbia University.