Alan has over 33 years of experience and currently holds the following designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), *CERTIFIED FINANCIAL PLANNER^™ (CFP^®). Alan is also registered Representative of Osaic Wealth, Inc. He is an investment advisor representative with Osaic Wealth, Inc and in that capacity, he offers both securities and investment advisory services in addition to holding Series 7, 63 and 65 licenses, enabling Alan to also offer mutual funds, variable annuities, stocks and bonds.

One interesting fact about Alan is that he started his career as an electrical engineer, possessing a BSEE from the prestigious Northeastern University. Subsequently, Alan worked at Picatinny Arsenal, one of America’s most advanced armament testing facilities. As it turns out, his analytic background also proved to be indispensable for numerical analysis in the financial sector. 1988 was a turning point for Alan’s career when he joined Cornerstone Financial Group, Inc. His mission is to help clients achieve their financial goals. Alan lives in Naples Florida with his wife, Mary. They have four children. In his spare time, Alan enjoys playing golf and traveling.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.