Alan Lerner

Education and Training:

Undergraduate Degree in Engineering from Lehigh University

MBA from Columbia University

Community, Charitable or Professional Organizations/Associations:

Member of the Society of Financial Services Professionals

About Alan:

After getting his MBA from Columbia University, Alan began work at Arthur Anderson & Co., where he would go on to become a Certified Public Accountant. Alan would eventually take his extensive and diverse business experience into private practice. With over twenty five years as a financial consultant, Alan has been successful in pursuing his true interest, which is helping clients maximize their financial potential. He has also worked with different not-for-profit organizations. In 2001, he joined Opus Advisory Group. Three years ago, he joined the Lerner/Kaplan team and transitioned to Strategies for Wealth, the number 1 agency of the Guardian.

Alan has also earned his Chartered Financial Consultant® and Chartered Life Underwriter® designations from the American College. Outside of Alan’s business career, he has two married daughters and two grandsons. Alan enjoys golf and tennis in his spare time.



Financial Representative of Guardian.