AeroLeads people directory · profile
Alan B. Faerber, Cfp® Crpc® Email & Phone Number
Senior Financial Planner
at
TomiPlan
1 work email found
@schwab.com
2 phones found area 314
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner
Location
Salt Lake City Metropolitan Area, United States, United States
Who is Alan B. Faerber, Cfp® Crpc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Alan B. Faerber, Cfp® Crpc® is listed as Senior Financial Planner at TomiPlan, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 314, and a matched LinkedIn profile for Alan B. Faerber, Cfp® Crpc®.
Alan B. Faerber, Cfp® Crpc® previously worked as Financial Planner & Owner at Bountiful Financial Planning Llc and VP, Financial Consultant at Charles Schwab. Alan B. Faerber, Cfp® Crpc® holds Bs, Human Development And Family Studies from University Of Utah.
Company email context
Email format at TomiPlan
This section adds company-level context without repeating Alan B. Faerber, Cfp® Crpc®'s masked contact details.
*@schwab.com
68% confidence
AeroLeads found 1 current-domain work email signal for Alan B. Faerber, Cfp® Crpc®. Compare company email patterns before reaching out.
Profile bio
About Alan B. Faerber, Cfp® Crpc®
Financial planning is the means I use to help equip people for their future needs, enable them to serve the mission of their dreams, live a retirement of fulfillment, further the gathering of Israel, and bless each person on their journey to exaltation. To better accomplish my vision, I have earned the following credentials to expand my knowledge and experience:• CERTIFIED FINANCIAL PLANNER™ (CFP®).•
Listed skills include Series 7, Investments, Customer Service, Trading, and 15 others.
Current workplace
Alan B. Faerber, Cfp® Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Alan B. Faerber, Cfp® Crpc® work experience
A career timeline built from the work history available for this profile.
Jun 2024 - Present
Vp, Financial Consultant
Apr 2022 - Jan 2024
Senior Financial Consultant
Oct 2020 - May 2022
Branch Manager
Feb 2018 - Feb 2022
Branch Manager
Scottrade Investment Management
Oct 2016 - Feb 2018
Branch Manager
2013 #1 Gross Asset Award2014 Top 100 Branch Managers2015 Presidents Club2016 Top 100 Branch Managers2016 Presidents Club
Sep 2012 - Feb 2018
Senior Stockbroker
Jun 2009 - Sep 2012
Retirement Service Specialst
Assisted plan participants with plan options, enrollments, and investments including mutual fund trades. Provided plan-specific guidance. Ensured institutional client and participant needs were met. Position eliminated.
Jan 2007 - Feb 2009
Sales Floor Associate
Provided outstanding customer service and cashiering. Ensured merchandise was well stocked and presented. Effectively supported team-based, store-wide activities
Nov 2006 - Jan 2007
Sales Associate
Atg Wireless
Sold cell phones and plans to retail customers in mall location. Location closed; position eliminated.
Feb 2004 - Aug 2006
1 education record
Alan B. Faerber, Cfp® Crpc® education
FAQ
Frequently asked questions about Alan B. Faerber, Cfp® Crpc®
Quick answers generated from the profile data available on this page.
What company does Alan B. Faerber, Cfp® Crpc® work for?
Alan B. Faerber, Cfp® Crpc® works for TomiPlan.
What is Alan B. Faerber, Cfp® Crpc®'s role at TomiPlan?
Alan B. Faerber, Cfp® Crpc® is listed as Senior Financial Planner at TomiPlan.
What is Alan B. Faerber, Cfp® Crpc®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Alan B. Faerber, Cfp® Crpc® at TomiPlan.
What is Alan B. Faerber, Cfp® Crpc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Alan B. Faerber, Cfp® Crpc® at TomiPlan.
Where is Alan B. Faerber, Cfp® Crpc® based?
Alan B. Faerber, Cfp® Crpc® is based in Salt Lake City Metropolitan Area, United States, United States while working with TomiPlan.
What companies has Alan B. Faerber, Cfp® Crpc® worked for?
Alan B. Faerber, Cfp® Crpc® has worked for Tomiplan, Bountiful Financial Planning Llc, Charles Schwab, Td Ameritrade, and Scottrade Investment Management.
How can I contact Alan B. Faerber, Cfp® Crpc®?
You can use AeroLeads to view verified contact signals for Alan B. Faerber, Cfp® Crpc® at TomiPlan, including work email, phone, and LinkedIn data when available.
What schools did Alan B. Faerber, Cfp® Crpc® attend?
Alan B. Faerber, Cfp® Crpc® holds Bs, Human Development And Family Studies from University Of Utah.
What skills is Alan B. Faerber, Cfp® Crpc® known for?
Alan B. Faerber, Cfp® Crpc® is listed with skills including Series 7, Investments, Customer Service, Trading, Brokerage, Securities, Equities, and Mutual Funds.
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