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Alan Weiss,
CFP®

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.

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