Certified Financial Planner™
Current
Apr 2023 - Present
AeroLeads people directory · profile
Alan E. Concha Iii, Cfp® Email & Phone Number
Financial Planner
at
Prestige Wealth Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
New York City Metropolitan Area, United States, United States
Who is Alan E. Concha Iii, Cfp®? Overview
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Quick answer
Alan E. Concha Iii, Cfp® is listed as Financial Planner at Prestige Wealth Group, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Alan E. Concha Iii, Cfp®.
Alan E. Concha Iii, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Prestige Wealth Group and Wealth Advisor at Smallwood Wealth Management. Alan E. Concha Iii, Cfp® holds Bachelor'S Degree from University Of Delaware.
Company email context
Email format at Prestige Wealth Group
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Prestige Wealth Group
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Profile bio
About Alan E. Concha Iii, Cfp®
With a coordinated long-term approach, that is ever evolving due to the continually changing economic environment, my clients can rest easy. When you have an advisor who only works for you, truly understands you, and how your whole financial portfolio ties together. You can enjoy your lifestyle, both before and during retirement.
Current workplace
Alan E. Concha Iii, Cfp®'s current company
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3 roles
Alan E. Concha Iii, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Oct 2021 - Apr 2023
Financial Advisor
Jun 2018 - Aug 2021
1 education record
Alan E. Concha Iii, Cfp® education
-
University Of Delaware
FAQ
Frequently asked questions about Alan E. Concha Iii, Cfp®
Quick answers generated from the profile data available on this page.
What company does Alan E. Concha Iii, Cfp® work for?
Alan E. Concha Iii, Cfp® works for Prestige Wealth Group.
What is Alan E. Concha Iii, Cfp®'s role at Prestige Wealth Group?
Alan E. Concha Iii, Cfp® is listed as Financial Planner at Prestige Wealth Group.
Where is Alan E. Concha Iii, Cfp® based?
Alan E. Concha Iii, Cfp® is based in New York City Metropolitan Area, United States, United States while working with Prestige Wealth Group.
What companies has Alan E. Concha Iii, Cfp® worked for?
Alan E. Concha Iii, Cfp® has worked for Prestige Wealth Group, Smallwood Wealth Management, and Merrill Lynch Wealth Management.
How can I contact Alan E. Concha Iii, Cfp®?
You can use AeroLeads to view verified contact signals for Alan E. Concha Iii, Cfp® at Prestige Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Alan E. Concha Iii, Cfp® attend?
Alan E. Concha Iii, Cfp® holds Bachelor'S Degree from University Of Delaware.
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