About Alan
Alan has provided financial and tax planning services to clients since 2001, and he has a wide array of experience in personal financial matters. He is a member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA).
He has also served on the PICPA Personal Financial Planning Committee, including three years as committee chair.
He and his family live in Delaware County, Pennsylvania. Although his ties to his alma mater, Drexel University, are still strong, Alan also considers his family to be a George Washington University family as both daughters graduated from GWU: his older daughter in May 2014 and his younger daughter in May 2018. When not assisting his clients, Alan enjoys traveling with family and friends, and participating in community activities. He previously served on the board of directors of Hillel at Drexel University for over 10 years.
Education and Professional Milestones
- Drexel University - bachelor of science in accounting and master of business administration in finance
- Joined Focus Partners Wealth through the firm’s 2023 merger with Convergent Financial Strategies, where he was the managing director of financial and tax planning
Alan has provided financial and tax planning services to clients since 2001, and he has a wide array of experience in personal financial matters. He is a member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA).
He has also served on the PICPA Personal Financial Planning Committee, including three years as committee chair.
He and his family live in Delaware County, Pennsylvania. Although his ties to his alma mater, Drexel University, are still strong, Alan also considers his family to be a George Washington University family as both daughters graduated from GWU: his older daughter in May 2014 and his younger daughter in May 2018. When not assisting his clients, Alan enjoys traveling with family and friends, and participating in community activities. He previously served on the board of directors of Hillel at Drexel University for over 10 years.
Education and Professional Milestones
- Drexel University - bachelor of science in accounting and master of business administration in finance
- Joined Focus Partners Wealth through the firm’s 2023 merger with Convergent Financial Strategies, where he was the managing director of financial and tax planning