Alan Wolan Email & Phone Number

Understanding what is important about money is the first step Alan Wolan takes with his clients. By discovering what matters most to clients - from their fears to their dreams - he strives to design a plan that can guide them toward their goals. By understanding each client’s personal situation, goals, and risk tolerance, he helps guide them through the accumulation of assets in their early years to the distribution phase in retirement. Over the course of more than 15 years in the industry, he enjoys the opportunity his career offers him to help people pursue financial success.Before entering the financial services industry, Alan spent more than two decades in the healthcare industry, working in managed care and prescription benefit management. Today, as a Wealth Manager with Coe Financial Group, he specializes in working with Baby Boomers. He is familiar with the challenges these individuals and their families face as they plan for retirement. His goal is to deliver prudent advice to those who wish to remain productive in professional circles, help them meet fiduciary responsibilities for their aging parents, and prepare them for the challenges of funding their twilight years.Alan holds FINRA Series 6, 7, 63, and 65 securities registrations, as well as Illinois accident, health, and life insurance licenses. He received his bachelor’s degree from the University of California, Berkeley, and his Master of Public Health degree from the University of Illinois.Alan and his wife have two grown children who have long flown the nest. When he isn’t traveling, he is an avid athlete, participating in men’s softball, golf, tennis, and cycling.

Listed skills include Wealth Management and Financial Planning.

• 

  Wealth Manager

  Coe Financial Group

  Jul 2003 - Present - Northbrook, Illinois, Us

  With fluctuating markets and ever-changing financial needs and goals, it’s not uncommon to feel uncertain about your financial future. Are you on the right path toward retirement? How can you pursue greater career success? Where is the fine line between paying off debt and having enough liquidity? When you are looking for financial guidance, it’s important to work with a financial partner you can trust to provide you honest recommendations, customized strategies, and individual support. At Coe Financial Group, our mission is to fill that role.Whether you are a Millennial, young family, seasoned executive, or Baby Boomer, we are a boutique full-service firm that can provide you with comprehensive wealth management and business consulting services. We have a deep understanding of the various concerns you face, and we strive to work with you through the many milestones of life. We seek to help you remove emotions from investing, offer honest advice, and navigate the complexities of the markets.Because we are an independent firm, we place your interests first. Building you a sound financial future is our number one priority. To learn more about how we can help you work toward making your financial dreams a reality, contact our office today. Based in Deerfield, Illinois, we work with clients in the greater Chicago area and multiple other states. Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice. http://www.finra.org http://www.sipc.org