Alan E. Concha III began his career in the financial services industry with Merrill Lynch in 2018. He has achieved the designation of CFP® (CERTIFIED FINANCIAL PLANNER™), having met the rigorous educational and professional standards required by the CFP® Board.
Alan is a fiduciary for his clients taking a coordinated long-term approach, that is ever evolving due to the continually changing economic environment. He has a true passion for understanding his clients on a deeper level, guiding them towards their financial aspirations and ambitions. This allows Alan to reposition assets in the most efficient way, to help mitigate taxes, reduce risk, limit fees, and increase protection.
Alan earned his bachelor’s degree in Finance with a minor in Economics from the University of Delaware. In his spare time he enjoys hockey, music, and cooking.