Client Advisor and Principal Emeritus
Alan has more than a quarter-century of financial services experience and leadership. He founded Regent Wealth Management in Connecticut in 1987 and grew the firm from one to over one-hundred and fifty clients, joining the Mercer Advisors family via acquisition in 2019. He has held the Certified Financial Planner™ certification since 1998 and served as president of the Institute of Certified Financial Planners in Connecticut for several years. His earlier experience included serving as a Certified Public Accountant in New York. During his career, financial media including Worth magazine have recognized him as a top financial advisor, and he has appeared as an expert guest commentator on CNBC, CNN, Fox, and CBS Radio.