About My Practice
At WESCAP Group, our ideas, experience and insight are focused on a principal objective: to deliver exceptional investment management and thoughtful financial advice to our valued clients.
Our extraordinary client retention rate is driven by long-term performance, thoughtful financial advice and an unwavering commitment to put our clients' interests before our own.
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of high-net-worth individuals and families.
Founded in 1988, WESCAP Group is headquartered in Burbank, California, and serves clients throughout the United States.
Alan is a Financial Advisor and member of WESCAP's Group’s Investment Committee. He has over 20 years of industry experience performing portfolio management, financial planning, research, client servicing, and marketing duties.
Prior to joining WESCAP Group, Alan was a Consultant and an Analyst with Seidler Foster Pott, a wealth management firm serving the needs of high net worth individuals and nonprofit organizations. Other past experience includes working for such distinguished Los Angeles-based investment firms as Kayne Anderson and Wilshire Associates.
Alan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his MBA with a concentration in Finance from Loyola Marymount University and a Bachelor of Arts in Economics from the University of California, Irvine. Alan obtained his certificate in Personal Financial Planning (PFP) from the University of California at Los Angeles (UCLA). He is a member of the CFA Institute, the CFA Society of Los Angeles, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.