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.

 

URL
http://strategiesforwealth.com/associates/alan-lerner/

Financial Representative of Guardian.