Alan has worked in the financial services field since 2012. He prides himself on educating his clients in a clear and concise manner so they can understand and appreciate the plan he helps implement.

Since he was 6 years old, Alan has had a love for numbers and analysis. He applied this passion throughout his education, graduating college with a degree in computer science. He then spent a decade in research and teaching both high school and post high school. In 2012, he combined his enthusiasm for finance and teaching by entering the worlds of Insurance and Financial Services. In 2017 Alan joined ABMM and the mission to educate the educator on how to create a plan that works towards achieving the retirement that clients envision for themselves and their families.


Alan lives in Rockland County with his wife and 7 children. He graduated from Touro College in 2002 with a Bachelor of Science in computer science. He also has earned the Retirement Income Certified Professional designation (RICP) from the American College of Financial services. He actively participates in and coordinates community events and charities.


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Securities and Advisory Services offered through GWN Securities, Inc.,

A Registered Investment Advisor. Member FINRA/SIPC.

11440 N Jog Road, Palm Beach Gardens FL 33418 • (561) 472 2700

ABMM Financial & GWN Securities, Inc. are non-affiliated companies.


Regional Office:

517 Route 1 South

Suite 4100

Iselin, NJ 08830

(732) 475-0430