CPA,CFP®, PFS, AIF®
KBK WEALTH MANAGEMENT
What do those acronyms after Alan's name mean?
CPA - Certified Public Accountant
CFP® - CERTIFIED FINANCIAL PLANNERTM professional
PFS - Personal Financial Specialist
AIF® - Accredited Investment Fiduciary® designee
Founding Partner of
KBK Wealth Management
Financial planning is not a one-size-fits-all situation. Alan has built his profession on the foundation that the key to a successful client-advisor relationship stems from deeply understanding the client’s unique circumstances and objectives. He takes the time to get to know you, your personal situation and aspirations, formulating a constructive plan guiding you in the best possible situation.
Alan has been helping people for more than 35 years, providing sound investment management and prudent financial guidance. He graduated summa cum laude from Brooklyn College and began his practice as a CPA in corporate finance. In the mid-1980s, Alan’s passion to help make a difference in people’s lives spurred his move into personal financial planning.
Alan’s an active participant in the financial profession and has appeared on numerous television and radio financial news stations. He is currently an Accredited Investment Fiduciary® designee and member professional association including the Financial Planning Association, the American Institute of Certified Public Accountants, the Financial Services Institute, and the Center for Fiduciary Studies.
Alan is also dedicated to the community. He is a founding director of Project Kids Worldwide, a nonprofit organization that teams with NYU Langone Medical Center to provide life-saving heart surgery and medical treatment for impoverished children with congenital and acquired coronary disease throughout the world.