Broker Check

WHO WE ARE

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.

His CFP® mark distinguishes him among his peers in the financial services industry as it shows that he has voluntarily met rigorous requirements of education, examination and experience and abides by CFP Board’s Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places the clients’ interests first.


Alan Curley, CFP®

Alan Curley, CFP®

– Independence means I can be impartial with my selection of investment options 

– Over 20 years in business means you have an EXPERIENCED ADVISOR

– CFP® certification means extensive training and rigorous ethical standards

– Personalized service and recommendations

 

 

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