Alan is a life-long resident of the New York, New Jersey Metropolitan Area. He recently became the proud Grandfather of two beautiful little girls – Alexandra, age 3, and Anastasia, 1. Alan feels that being a grandfather is the best job in the world! ​

When not working with clients, Alan plays (at) golf (poorly) and stays fit by running 4-5 miles. He has always been fascinated with the martial arts, at various times studying Judo, and Karate. He recently started practicing both Danzan Ryu Jujitsu and Iaido with his son Matt, a second degree blackbelt.

​Alan has more than 30 years of experience as a financial professional. He has seen the impact that poor planning or no planning at all can have on retirement dreams. Alan understands how important it is to educate people properly about the challenges they will face in retirement- and how to mitigate them.

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