Prior to entering the securities business fourteen years ago, Allan spent more than 15 years involved in various aspects of real estate investment and management. After starting his financial advisory career with Wells Fargo in 2008, Allan quickly honed his skills and earned his CRPC^® designation (Chartered Retirement Planning Counselor) from the “College of Financial Planning”.

Allan’s expertise is focused on managing equity portfolios and equity-oriented income strategies, helping to create income and total return, designed to meet client’s needs and goals. With an in-depth knowledge of the equity market and the ability to derive income while using risk management strategies, Allan is an integral part of the investment management team of Silverman Partners.

Allan is proficient and knowledgeable on a wide variety of topics, including the very complicated field of deferred compensation and retirement planning, which includes 401(k) plans, 403(b) plans, Profit Sharing Plans, Defined Benefit Plans, Cash Balance Plans, and can address a wide range of strategies designed to help companies meet their goals of improving employee retention and satisfaction.

Allan graduated from Valley Forge Military Academy & College in Wayne, PA., concentrating on studies in Business Management and Accounting.