Alan Levitz Email & Phone Number

Alan Levitz is the Chief Executive Officer of Alera Group and has more than 30 years of experience in the insurance and financial services industry. He most recently served as chief executive officer of GCG Financial, Inc., providing visionary and strategic leadership to the firm. Under his leadership, GCG Financial, Inc. grew into a multi-dimensional insurance and financial services company providing benefits, property and casualty, risk management and wealth management products and services to thousands of individuals, families and businesses.Alan earned his Bachelor of Science degree in Business Administration from the University of Northern Colorado and has since earned several industry designations, including Certified Financial Planner™ professional, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Levitz has been published in many industry journals on topics ranging from management issues to retirement planning and has been called on to serve on advisory boards for several financial services product providers.Alan is a Registered Representative and Investment Advisor Representative. Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc. and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, LLC.

Listed skills include Insurance, Leadership, Management, Finance, and 1 others.