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Alan is a Certified Financial Planner™ with over two decades in the Financial Services Industry. Clients choose to work with Alan because he is a caring & dedicated professional who focuses on building significant relationships based on trust. What that means is that Alan invests all the time necessary to ensure that his clients can identify their core values and align them with their goals and objectives. Alan is a member of the Financial Planners Association (FPA) the principal membership organization for Certified Financial Planner™ professionals. Through the FPA he provides Pro-Bono financial planning for our military personnel, patients of the Dana Farber Cancer Institute and their families.