Central/North East County
13465 Poway Road
Poway, CA 92064
Poway, Scripps Ranch, Rancho Bernardo, Carmel Mountain, Mira Mesa, and Mira Mesa West.
Alan has more than 17 years of investment and financial planning experience. Before joining CUSO Financial Services, he held advisor positions at Capital Investment Advisors, Tax & Financial Group and Schools First FCU. When it comes to financial planning, Alan values getting to know each client personally to better understand their needs and to help ensure the proper plans are in place to meet their goals. He is committed to educating his clients on their investment options and best practices for a solid financial future. He also has extensive knowledge of retirement and pension plans.
Alan earned a bachelor’s degree in applied mathematics from California State University, Fullerton. He is registered to provide securities and holds California life and disability licenses. In his spare time, he enjoys spending time with his family, hiking and camping.