Newport Beach, CA
Phone: (949) 345-9214
Fax: (949) 612-7500
Alan is a Regional Vice President serving the needs of financially successful individuals throughout Southern California.
He brings 20 years of experience in the financial services industry. Having spent most of his time on the institutional side of the industry, he is highly astute with respect to all facets of the investment management arena.
The financial advice landscape is very tricky to navigate, and is riddled with products and inefficiencies that are confusing to many. Alan's goal is to provide a comprehensive and factual analysis of an individual's portfolio to help them understand exactly what they own and if improvements could be made.
Alan is a native of Southern California, and resides in Orange County with his wife and son.