Alan Kirschenbaum, CFP®
Financial Advisor
“Managing my practice independently allows me to focus on developing personalized strategies based on each client’s goals and financial circumstances.”
Licenses:
- Certified Financial Planner Practitioner (CFP)
- Series 24, General Securities Principal
- Series 7, General Securities Representative
- Series 63
- Life and Health
Professional:
Alan graduated from Lynn University in 1994 and entered the securities industry in 1996. He attained his Certified Financial Planner designation in 2004. His business focuses on individuals and small businesses. He handles all aspects of investment portfolio development, research and monitoring. He works personally with clients to develop a comprehensive financial plan that includes retirement, estate, insurance and tax planning. He currently sits on the Delray Beach Police Department Pension Board.
Personal:
Alan grew up in Great Neck, NY. He has resided in Florida for over 30 years. He now lives in Delray Beach with his wife, Dawn. They have three children and enjoy an active lifestyle, which includes physical fitness, boating and motorsports.