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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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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.