Alan is a trusted advisor for clients offering investment and wealth management services.

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.

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

Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EisnerAmper Wealth Management and Corporate Benefits. EisnerAmper Wealth Management and Corporate Benefits is not affiliated with DAI Securities.