Alan Gunn Email & Phone Number

Financial Solutions Advisory Group is a fee-only independent Registered Investment Adviser (RIA) and financial planning firm. We combine personalized investment management and financial planning advice with old-fashioned individual client service.We work with those who have just gone through life transitions (death of a spouse, gone through a divorce, or received an inheritance) and are in need of financial and investment advice. We specialize in serving athletes and those in the performing arts.We also work with many clients who no longer wish to manage their assets on their own.I have more than 18 years of private wealth management, client service, and sales experience and more than 20 years total financial service industry experience including personal trust administration, financial planning, credit analysis and commercial loan underwriting. My education includes an MBA from the University of Chicago Booth Graduate School of Business.Specialties: Personal finance, private client services and sales. Also investments, asset allocation, personal trust administration, and estate tax issues.

Listed skills include Investment Management, Financial Planning, Client Service, Asset Allocation, and 2 others.