Alan Duysen has been in the financial services industry for over 25 years. Alan works with small business owners and key employees to assist with developing solutions to their retirement planning and business succession needs. When working with families and retirees, his preference is to assist with planning that addresses both short and long term goals.
As a CFP®, Certified Financial Planner™, Alan has made a commitment to competent and ethical behavior when providing financial planning and advice. He completed the CFP® program through the College for Financial Planning in 1995 and was awarded the widely recognized Certified Financial Planner™ in 1996. He also has earned the Chartered Financial Consultant (ChFC) designation awarded by the American College in Bryn Mawr, PA.
Alan is also a member of the Financial Planning Association. His focus in business includes the areas of comprehensive financial planning, investment management, retirement planning, business retirement plans and estate planning.
PRACTICE FOCUS
- Retirement Planning
- Investment Management
- Business Retirement Plans
- Estate Planning
- Insurance Planning
CERTIFICATION / EDUCATION
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant