Sr. Wealth Advisor
CFP®, ChFC®, EA, ATA, ATP, AAMS, AWMA
Alan began his career in the financial services industry in 1990. Prior to joining Mercer Advisors, he was the Founder and President of AL Hewitt, Inc., a wealth management firm in Camarillo, CA. He is a CERTIFIED FINANCIAL PLANNERTM professional and a graduate of the College for Financial Planning in Denver, CO. He is a Chartered Financial Consultant granted by The American College. Alan is also an Enrolled Agent licensed by the United States Department of the Treasury. He is an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning. In addition, Alan has earned multiple credentials from the Accreditation Council for Accountancy and Taxation. Alan specializes in tax planning, financial planning, investment management, and retirement planning. He is familiar with a variety of public pension plans and deferred compensation issues. Alan is a retired Firefighter Paramedic from the Los Angeles Fire Department and is a lifetime member of the California State Firefighters’ Association.
Alan is a member of the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), and the California Society of Enrolled Agents (CSEA). He is the author of The DROP Book, which has helped hundreds of public safety professionals plan for their retirement. Alan enjoys collecting artwork, going on cruises, and spending time with his family.