CPA/PFS, CFP®, Partner
Alan is a partner with Apexium Financial LP. Alan focuses his practice on financial planning and investment advice for businesses and individuals.
Prior to joining Apexium Financial LP, Alan was president of Citrin Cooperman Wealth Management. Before that, Alan served as partner-in-charge of YMSR Advisors, Inc., registered investment advisors, for eight years. His extensive work offering financial planning and investment advisory services and proven track record in investment counseling have earned him a loyal following. Alan is also a partner of Citrin Cooperman & Company, LLP.
Alan earned his bachelors degree from Temple University. He is a licensed CPA in Pennsylvania, and is a licensed CFP (Certified Financial Planner) and PFS (Personal Financial Specialist). He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.