Please click on: Alan's Bio Video
Alan has spent over 30 years in the financial service business. He has held numerous roles over his career which includes being a stockbroker for a small local investment firm, running his own book of business, helping advisors as a compliance, operations, and branch manager, and managing the day-to-day operations for a midsize financial planning firm. Alan has held a variety of securities and supervisory licenses which include the series 4, 6, 7, 24, 63 and 65. He also held Life and Annuity licenses.
While Alan has experience in many aspects of the financial and investment business, he finds his passion in doing financial planning work. To date Alan has prepared and presented over 300 financial plans for both individuals, and small business owners.
At Crescendo, Alan will work with the advisors and clients in personalized financial plan preparation and management. He will also brainstorm with the team to make sure we are utilizing strategies and techniques to help our clients reach their long-term financial goals.
Alan was born and raised in the Boston area before moving to Cleveland. He is a former Military Police Officer in the US Army. He is a past board member of The Juvenile Diabetes Research Foundation.
Along with Alan’s passion for helping people financially, he also has a passion to help people physically and mentally. Alan has trained in martial arts since he was a young boy and his experience afforded him the opportunity to open his own martial arts school and fitness center.
Alan’s free time is spent with his four kids. He also enjoys working out and playing ice hockey.