Alan Curley
CERTIFIED FINANCIAL PLANNER® Professional
Alan Curley manages the local Parsippany office, and has been in the investment planning field for over 20 years and has been working in the not-for-profit space for 17 of those years.
He received his Bachelor of Arts in Economics from San Diego State University and holds FINRA Series 6, 7, 65, and 63 registrations, as well as life, health, and property-casualty insurance licenses in the state of New Jersey. Mr. Curley holds the CERTIFIED FINANCIAL PLANNER® professional certification.
As a CFP®, Alan also acts as a fiduciary for his clients. As a fiduciary –a person who acts on behalf of another person or group, putting their client's best interests ahead of their own– Alan has a legal and ethical obligation to prioritize the needs and goals of the people he serves, which he takes seriously.
Professional Qualifications:
- FINRA Series 6, 7, 65 and 63 registrations
- CERTIFIED FINANCIAL PLANNER® professional certification
- Bachelor of Arts in Economics, San Diego State University
- New Jersey state licenses: life, health and property-casualty insurance
