Alan joined the firm in 2013 as a Registered Representative and Investment Advisor with FSC Securities Corporation. As an advisor, he works with individuals and small business owners developing solutions for retirement, college saving strategies, and assisting with 401(k) plan and benefits management.
Alan began his career with Kemper Capital Management in client servicing for the California region. He then took a Paraplanner position with Sagemark Consulting in San Ramon where he collaborated with advisors in investment analysis and constructing comprehensive financial plans.
Alan is a Candidate for CFP® certification and graduate of the business school at Cal Poly, San Luis Obispo, where he concentrated in Finance. He maintains the Series 7 and 66 registrations, as well as a Life and Health insurance license.
He and his wife, Erin, live in the East Bay of San Francisco where they enjoy being outdoors cycling, working on their ever-growing booklist, and taking-in SF Giants ballgames. They are involved as leaders in their Livermore-based church, and spend as much time as possible with close friends and family.