About
Alan
Alan has provided financial and tax planning services to clients since 2001 and has a wide array of experience in personal financial matters. He has a passion for serving clients and helping them align their financial plans to their values so they may best achieve their most crucial goals in life. Alan is a member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA). He has served on numerous professional association committees, helping to further the reach and understanding of the personal financial planning profession and its members.
Prior to joining Focus Partners Wealth in 2023, Alan served as the Managing Director of financial and tax planning at Convergent Financial Strategies.
Alan and his family live in Delaware County, Pennsylvania, where he has and continues to serve on community-based boards and committees, including 10 years on the Board of Directors of Hillel at Drexel University, his alma mater. In his free time, Alan’s passion is travel, which allows him to continue learning about world history and to experience diverse cultures. He also relishes the time spent with his wife, children, and grandchildren.
Education and Professional Milestones
-Drexel University - bachelor’s degree in accounting and master’s degree in finance
Alan has provided financial and tax planning services to clients since 2001 and has a wide array of experience in personal financial matters. He has a passion for serving clients and helping them align their financial plans to their values so they may best achieve their most crucial goals in life. Alan is a member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA). He has served on numerous professional association committees, helping to further the reach and understanding of the personal financial planning profession and its members.
Prior to joining Focus Partners Wealth in 2023, Alan served as the Managing Director of financial and tax planning at Convergent Financial Strategies.
Alan and his family live in Delaware County, Pennsylvania, where he has and continues to serve on community-based boards and committees, including 10 years on the Board of Directors of Hillel at Drexel University, his alma mater. In his free time, Alan’s passion is travel, which allows him to continue learning about world history and to experience diverse cultures. He also relishes the time spent with his wife, children, and grandchildren.
Education and Professional Milestones
-Drexel University - bachelor’s degree in accounting and master’s degree in finance