Alan is a trusted advisor for clients offering investment and wealth management services. Through Commonwealth Financial Network, as an Investment Adviser Representative, Alan also offers access to employee benefit, retirement plans, and insurance.

Check the background of this financial professional on FINRA’s BrokerCheck.

Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.

Securities offered through APW Capital, Inc., Member FINRA/SIPC
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.
Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC.
EisnerAmper Wealth Management & Corporate Benefits, LLC and APW Capital, Inc. are unaffiliated.

Degrees & licensing

  • BS –Accounting
  • MS –Taxation
  • Securities Licenses; 7, 63, 65


Areas of Specialization

  • Education Plans
  • Investment Advisory
  • Wealth Management
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Retirement Planning