Alan began his wealth management career in 1996, serving as principal and senior advisor at Kays Financial Advisory Corporation, which joined Mercer Advisors in 2020. As a CERTIFIED FINANCIAL PLANNER™ Professional, Alan enjoys advising individuals and families on insurance planning, college funding, retirement planning, investment planning, tax planning, and estate planning. He holds a Doctor of Business Administration in finance from the University of Florida, an MBA in finance from Kennesaw State University, and a Bachelor of Mechanical Engineering Technology from Southern Polytechnic State University. Inspired by his college professor, who was a financial planner, Alan pursued a career in wealth management. For more than 20 years, he has been a part-time lecturer of finance at the University of Florida and has taught in other CFP® Board Registered financial planning programs. Outside of work, Alan practices Tae Kwon Do and has earned his first and second-degree black belts. He also loves playing golf, volunteering for the East Lake Foundation, and being active in his local church. Alan resides in Greensboro.
Atlanta
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342