301 Edgewater Pl #200
Wakefield, MA 01880
Alan is a native of the Boston area. He received his Undergraduate Degree from the University of New Hampshire in Durham in 1980, and his master’s degree in accounting from Northeastern University in 1981. He has earned both professional designations granted by the American College – The Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He is also a CERTIFIED FINANCIAL PLANNERTM, certificant. Alan was a tax manager with Arthur Andersen & Co. in Boston for six years, a corporate tax manager with Kazmaier Associates, Inc. in Concord, Massachusetts for two years, before joining MetLife in 1989. Since July 1st of 2016 Alan has worked with MassMutual. Alan is a member of The National Association of Life Underwriters, Alan is also a qualifying member of the Million Dollar Round Table and has qualified for Top of the Table, the top life insurance producers and financial advisors worldwide. He is a Registered Representative. Alan is married, has four children, two grandchildren and resides in Newburyport, Massachusetts.
- Million Dollar Round Table (MDRT) Top of the Table Member - 2018-2021
- Life and qualifying member since 1989
- 5 Star Wealth Manager 2017-2022
The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. The award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Charitable Giving
- Risk Management Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Alan’s Licenses and Disclosures