Professional Summary
Professional Overview
Alan Frisher is a seasoned Financial Advisor with over 15 years of experience in the financial services industry. He specializes in comprehensive wealth management, financial planning, and divorce planning, providing tailored solutions to help his clients achieve their financial goals.
Experience Summary
Current Role
As a Financial Advisor at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, and Florida Wealth Planning Group, Alan is responsible for developing and implementing customized financial strategies for his clients. He works closely with individuals and families to analyze their financial situations, identify their unique needs, and create personalized plans to address their long-term financial objectives.
Career Progression
Prior to his current roles, Alan was the Business Owner and LPL Financial Advisor at Sage Financial Management, where he provided comprehensive financial planning services, including investment management, retirement planning, and tax-optimization strategies. He also co-founded Sage Divorce Planning, where he served as a Certified Divorce Financial Analyst, assisting clients in navigating the financial complexities of divorce.
Academic Background
Alan holds a Bachelor's degree in Finance from the University of Central Florida. He is a Certified Divorce Financial Analyst (CDFA) and maintains various industry certifications, including those from the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) programs.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Divorce financial planning and analysis
- Investment portfolio management
- Retirement planning and income strategies
- Tax-efficient financial strategies
- Client relationship management and communication
Professional Impact
Throughout his career, Alan has demonstrated a strong commitment to helping his clients achieve their financial goals. He has been recognized for his exceptional client service and has been invited to speak at various industry events and conferences. Alan's expertise and dedication have earned him a reputation as a trusted financial advisor in the local community.
Conclusion
With his extensive experience, industry-leading qualifications, and client-centric approach, Alan Frisher is well-positioned to continue providing exceptional financial guidance and support to his clients. He remains dedicated to staying at the forefront of industry trends and best practices to deliver tailored solutions that help his clients navigate the complexities of personal finance and achieve long-term financial success.
