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$7 trn
UBS Group invested assets
As of 12/31/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Alan leads the team's vision through his emphasize on asset allocation and total portfolio management with a focus on retirement income planning. He also helps with education funding, structures for charitable giving and estate planning. During his more than 30 year tenure in the industry the market has weathered several recessions, countless rallies and more than one market correction. This continual cycle requires a disciplined approach to risk management. Alan utilizes professional money management along with individual laddered bond portfolios to try to accomplish diversification and protection.
Alan received his Bachelor of Business Administration (B.B.A.) in Accounting from Clarion University of Pennsylvania and went on to obtain the CPA. Alan is a Certified Financial Planner (CFP ®), Financial Planning Specialist and earned his Certified Investment Management Analyst (CIMA ®) designation from The Wharton School of Business. CA Insurance license #OH70803.
Alan and his wife Amy live in Ramsey, NJ with their two boys, Adam and Andrew. Alan enjoys spending time with his family, coaching baseball and golfing.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Alan leads the team's vision through his emphasize on asset allocation and total portfolio management with a focus on retirement income planning. He also helps with education funding, structures for charitable giving and estate planning. During his more than 30 year tenure in the industry the market has weathered several recessions, countless rallies and more than one market correction. This continual cycle requires a disciplined approach to risk management. Alan utilizes professional money management along with individual laddered bond portfolios to try to accomplish diversification and protection.
Alan received his Bachelor of Business Administration (B.B.A.) in Accounting from Clarion University of Pennsylvania and went on to obtain the CPA. Alan is a Certified Financial Planner (CFP ®), Financial Planning Specialist and earned his Certified Investment Management Analyst (CIMA ®) designation from The Wharton School of Business. CA Insurance license #OH70803.
Alan and his wife Amy live in Ramsey, NJ with their two boys, Adam and Andrew. Alan enjoys spending time with his family, coaching baseball and golfing.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
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