Professional Designations: CPA*, CLU, ChFC
Education: MBA
CA Insurance Lic.# OB42223
Alan earned both his BA in Accounting and Economics from Queens College and an MBA in Finance from St. John’s University, Summa Cum Laude. He obtained his Certified Public Accounting experience from Deloitte, Haskins, and Sells.
Additionally, Alan has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from the American College, Bryn Mawr, Pennsylvania.
Alan is a member of the New York State Society of CPA's and has previously served consecutive two year terms as Chairman for the New York State Society of CPA’s Tax Division Oversight Committee, Estate Planning Committee and Public Relations Committee. Alan has also previously served as a Trustee for the Foundation of Accounting Education (FAE) and has received the FAE's Outstanding Service Award.
Alan is a frequent lecturer on estate and retirement planning issues. Alan has written articles for The CPA Journal and has also been quoted in Forbes and Fortune Magazines. He has also appeared on CNN, Fox 5 News, WABC Eyewitness News, and Bloomberg Television and Radio.
Alan was previously featured on the cover of Financial Planning Magazine, a nationally recognized publication for financial professionals.