Alan Gaylor, Cfp®

Alan Gaylor, Cfp® Email and Phone Number

Partner/EVP and Certified Financial Planner™ at Alder Financial Group @ Alder Financial Group
atlanta, georgia, united states
Alan Gaylor, Cfp®'s Location
Atlanta, Georgia, United States, United States
Alan Gaylor, Cfp®'s Contact Details

Alan Gaylor, Cfp® personal email

n/a

Alan Gaylor, Cfp® phone numbers

About Alan Gaylor, Cfp®

Alan Gaylor is the Co-founder of the The Alder Financial Group. He responsible for overseeing all aspects of the development and implementation of fixed income portfolio strategies. As a Certified Financial Planner™, he works extensively with the firm's clients on the development of their financial plans and and is an integral part of the ongoing management of client assets.The Alder Financial Group is a Fee-Only registered investment advisor and financial planning firm established in 1996. We provide guidance to clients throughout the country. By design, our client list is a diverse group ranging from individuals seeking a predictable income stream as they enter retirement to small business owners needing assistance with managing their wealth. In an industry crowded with conflicts of interest and lack of objectivity, As a Fiduciary, The Alder Financial Group has developed a trusted partnership solely devoted to working in the best interest of our clients. We work with our clients to address the myriad of financial issues that come up in their lives, which can range from the mundane around tax time to the complex when it is time to start thinking about selling a business. Our clients really look to us to be their financial advocate in a world filled with an overwhelming number of investment choices (all claiming to be the best.). Alder Financial provides services that are focused upon growing and protecting client's assets so that they can achieve peace of mind and a sense of security.Additionally, regulatory bodies that govern my industry preclude me from accepting endorsements or recommendations,Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Fixed Income

Alan Gaylor, Cfp®'s Current Company Details
Alder Financial Group

Alder Financial Group

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Partner/EVP and Certified Financial Planner™ at Alder Financial Group
atlanta, georgia, united states
Employees:
3
Alan Gaylor, Cfp® Work Experience Details
  • Alder Financial Group
    Certified Financial Planner™, Evp
    Alder Financial Group 1998 - Present
    Alan Gaylor is the Co-founder of the The Alder Financial Group. He responsible for overseeing all aspects of the development and implementation of fixed income portfolio strategies. As a certified financial planner, he works extensively with the firm's clients on the development of their financial plans and and is an integral part of the ongoing management of client assets.
  • Southtrust Securities, Inc.
    Vice President, Fixed Inome Sales
    Southtrust Securities, Inc. 1989 - 1998
  • First Alabama Bank
    Credit Analyst, Officer
    First Alabama Bank 1987 - 1989

Alan Gaylor, Cfp® Skills

Retirement Planning Investment Management Personal Financial Planning Fixed Income Portfolio Management Marketing Asset Allocation Portfolio Management

Alan Gaylor, Cfp® Education Details

Frequently Asked Questions about Alan Gaylor, Cfp®

What company does Alan Gaylor, Cfp® work for?

Alan Gaylor, Cfp® works for Alder Financial Group

What is Alan Gaylor, Cfp®'s role at the current company?

Alan Gaylor, Cfp®'s current role is Partner/EVP and Certified Financial Planner™ at Alder Financial Group.

What is Alan Gaylor, Cfp®'s email address?

Alan Gaylor, Cfp®'s email address is ag****@****ter.net

What is Alan Gaylor, Cfp®'s direct phone number?

Alan Gaylor, Cfp®'s direct phone number is +120524*****

What schools did Alan Gaylor, Cfp® attend?

Alan Gaylor, Cfp® attended University Of Alabama At Birmingham Masters Program, University Of Alabama.

What are some of Alan Gaylor, Cfp®'s interests?

Alan Gaylor, Cfp® has interest in Golf, Fishing, Tennis.

What skills is Alan Gaylor, Cfp® known for?

Alan Gaylor, Cfp® has skills like Retirement Planning, Investment Management, Personal Financial Planning, Fixed Income Portfolio Management, Marketing, Asset Allocation, Portfolio Management.

Who are Alan Gaylor, Cfp®'s colleagues?

Alan Gaylor, Cfp®'s colleagues are Charles Webb, Lori Eason, Cfp(R).

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