Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
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Partner
Reston
Client Advisory
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.
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