Alan Ness, CFP®, AIF®

Partner

Reston

Client Advisory

Biography

Alan is a Partner in the Virginia office with over seventeen years of experience providing comprehensive wealth management solutions to successful individuals and families.

Prior to joining Cerity Partners, Alan was a Senior Financial Advisor at FJY Financial, serving as chair of the Financial Planning Committee and as a member of the Investment Committee.  Early in his career, Alan was a consultant at Deloitte focusing on business process improvement and re-engineering.

Education

  • B.S. with a concentration in Financial Management, Virginia Tech

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Investment Fiduciary
  • Named as one of Washingtonian magazine’s list of “Top Financial Advisors” in 2020
  • Named by Northern Virginia Magazine in its “Top Financial Professionals” edition under the categories of Financial Planning and Investment Management from 2018 through 2021

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