Alan is Executive Managing Director and Senior Wealth Advisor, Member at SlateStone Wealth, LLC where he advises high-net worth clientele and develops business strategy for the firm. Alan oversees the operations of SlateStone’s two branch offices in Manhasset, New York and Boca Raton, Florida.
Alan has been providing investment advisory services since 1989 when he first started his investment planning practice in New York in 1989. His fluency in Portuguese, Spanish, Hebrew and finance has earned him an international clientele. In 1995, he opened the Boca Raton office and in 1999, co-founded Arch Financial Group, LLC which merged operations with SlateStone Wealth in June 2017.
Alan’s expertise in tax-minimization strategies has enabled him to retain a loyal client base consisting primarily of privately held businesses and high net worth individuals. His abilities have earned him many loyal clients as well as the trust of estate planning attorneys and savvy accountants who often refer him to their best clients for financial planning. Alan believes that the primary goal of a financial advisor is to guide their clients toward their lifetime and financial goals in a prudent manner.
Alan graduated cum laude from the Bernard Baruch College in New York. He earned his Chartered Financial Consultant designation from the American College. Having achieved some acclaim in his field, Alan taught the Financial Planning course for his alma mater.