Alan joined Sequoia in 2005 with six years of financial planning experience and focuses on personal financial planning for individuals and business owners.

Alan holds a BA in Economics from John Carroll University and a Masters in Financial Planning from Myers University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). He maintains the Series 7, Series 52, Series 63 and Series 65 FINRA registrations and is insurance licensed through with ValMark Securities, Inc., a FINRA-registered broker/dealer.

Alan resides in Rocky River with his wife. He enjoys hiking, sailing and other recreational sports.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.