Alan Zinkin, MBA, CFP®

Alan is truly committed to helping people articulate and successfully fulfill their own financial needs, goals, and wishes, and has a unique ability to help demystify personal investing.

• Client-focused problem solver with 30+ years of wealth management and entrepreneurial experience, specializing in goals-based and values-based financial advisory for families and exit/succession planning for business owners and middle-market companies.
• Founder of a boutique investment advisory firm serving individuals, families, and other investment advisors.
• Dedicated board member and active supporter of several charitable non-profit organizations.
• Avid marathon runner and fitness enthusiast.

Alan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, along with FINRA Series 7, 63 and 65, FINRA SIE licenses through LPL Financial and FL Insurance 2-15.