Alan is the Founder and President of Noble Wealth Management, a Registered Investment Advisor, serving over several hundred clients.
Alan has integrated his education and experience in several disciplines to provide perspective, insight, and strategic financial advice to help clients meet their financial goals. He has been a Certified Public Accountant since 1980 and Certified Financial Planner® since 2000. Alan’s corporate career has involved executive level positions in the real estate and insurance industries.
Throughout his career Alan has provided professional services to many firms in the financial services industry as well as to individual clients. He holds a BBA in Accounting, an MBA, and is a SEC/FINRA registered representative. Alan also holds a California real estate broker license and a California insurance license.
Alan and his wife Janet reside in Dana Point, California and have been married for over 20 years. Together with their three daughters, Miranda, Kaitlynn, and Elizabeth, they enjoy the beach, family travel, and watersports.
CA Insurance License #0B90919