Alan is CERTIFIED FINANCIAL PLANNER™ Practitioner at Cape Cod Wealth Strategies & Insurance Services LLC, in South Yarmouth, Massachusetts. He specializes in helping clients, identify, plan, and execute strategies for securing their desired financial future.
He has worked in the financial services industry for over fifteen years. Clients have chosen to work with him because he is a caring and dedicated professional who focuses on building significant relationships based on trust. What that means is that Alan invests all of the time necessary to ensure that his clients can identify their core values and align them with their good intentions. The real benefit is the clarity, confidence and certainty his clients feel knowing that they have transformed those good intentions into the appropriate actions.
Alan is actively involved in the financial services industry. He is a member of the Financial Planning Association (FPA), the largest membership of financial planners in the United States. Through the Massachusetts chapter of the FPA he provides pro-bono financial advice to our Military Personnel. Alan is also an active member in the Masonic Fraternity,
When not assisting clients, Alan is active in volunteering for various Cape area non-profit groups. Alan can often be seen kayaking, hiking or fishing in Nantucket Sound. Alan has lived in the Cape area for over twenty years and currently resides in West Harwich with his wife, Valerie, son Jack, and their two dogs.