Partner | Wealth Manager
Alan has a long-standing tradition of helping clients accumulate and retain wealth. He believes that this can be achieved through strategic financial planning based on investment strategies and portfolio design. His primary focus is on retirement planning for high net worth individuals, successful professionals, business owners and retirees: “It is my job to understand the financial goals and requirements of my clients and my mission is to provide the highest level of service and expertise in the most ethical and honest manner possible.”
Alan has been a dedicated financial professional since 1981, when the Dow Jones Industrial Average Index was priced at less than 1000. He also has been an investor in the stock market since 1973, when he bought his first stock at the ripe old age of 18.
After working for over 37 years at major banks and brokerage firms (Shearson American Express, Morgan Stanley, Wells Fargo etc.) he has now joined Kingsview Partners. Alan is one of three other advisors to form the team at Kingsview’s Woodbury, NY office. He feels this has added a new level of excitement and enthusiasm for his career and can now feel even more assured that the level of service, professionalism and guidance will reach even greater heights for his clients.
Alan has been active in his community by serving as a trustee on the Board of Directors of several organizations. He has helped to feed the underprivileged, supported local blood drives, and participated in community PTA programs.
Alan resides in Huntington, New York with his wife Joan and is the father of three children and three grandchildren.