Meet Alan

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Alan’s role is to analyze clients’ financial puzzle pieces, such as investments, insurance, taxes, trust and estate documents, and put those pieces back together in a picture that is most efficient for their retirement and wealth transfer goals. As clients move through the various chapters of their lives, this analysis equips them with strategies around cash flow planning, drawing social security, Medicare options, as well as charitable giving and planning for the next generation.

A graduate of the University of Central Florida with a bachelor’s degree in finance, Alan brings several years of financial planning experience to our team, especially in working with business owners and portfolio construction. He holds the FINRA Series 7, 9,10 and NASAA 63 and 66 professional licenses.

Alan was born in Whittier, CA, but was raised in Orlando, Florida. He and his wife, Estefania, now live in Lone Tree, Colorado, with their three-year-old son, Oliver. Outside of the office, he enjoys hiking, cooking, spending time with family and reading a good book over a cup of coffee.