Alan Curley

Alan Curley manages the local Mountain Lakes 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.

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