Alan Yanowitz is a Financial Educator and Wealth Planner. Alan is a recognized contributing author of Retire Abundantly: Proven Principles to Create a More Worry Free Retirement and the Amazon best-seller, Build Wealth Like a Shark featuring Kevin Harrington, one of the original sharks from ABC TV’s Shark Tank. As the creator of The Wealth Satisfaction Planning Process, Alan and his team assist independent women, current and retired executives, professionals, and business owners help preserve, protect, and pass on their wealth.Alan’s rigorous legal education and training, along with decades of estate and tax planning experience, equip him to bring a multi-disciplinary perspective and skill set to help analyze his clients’ biggest challenges and implement a custom and integrated wealth strategy. Alan earned a business degree from Northeastern University in 1982 and his Juris Doctorate from The Case Western Reserve University School of Law in 1985. His passion is evident whether he is educating and serving clients or serving his community as an active leader and member with several organizations that have included The Jewish Community Federation of Cleveland, The United Way, The Cleveland Jewish News Foundation, The Cleveland Metropolitan Bar Association, The Estate Planning Council of Cleveland, and Tau Epsilon Rho Law Society. Alan is affiliated with Beacon Financial Partners in Beachwood, OH where he resides with his wife, Dara and Sadie the wonder-dog. They have two sons, Josh and Max.Alan is a Registered Representative with Lincoln Investment and an Investment Adviser Representative with Beacon Financial Advisory, LLC and Capital Analysts.Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.Lincolninvestment.com. Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated. Tax and Legal Services are not offered through, or supervised by, The Lincoln Investment Companies.
Listed skills include Retirement Planning, Charities, Estate Planning, Securities, and 8 others.
