Helping both individuals and small business owners with professional guidance has been Alan’s passion since the beginning of his career in financial planning. Understanding that each individual’s circumstances in life are different has shown Alan the value of taking a custom tailored approach to each client’s financial plan. Over the last ten years of Alan’s career his clients various lives and goals have been one of his greatest teachers, which have not only helped his clients achieve excellence in their lives but also reinforced Alan’s passion for his profession.After graduating Cal State University, Fullerton with a Bachelor’s Degree in Business Alan began his career in financial advisement with Royal Alliance Associates in Orange, CA. After working with Royal Alliance and perfecting his skills in comprehensive individual/ family planning Alan became interested in an advanced comprehensive approach to financial planning while maintaining a independent model. Alan sought after a firm that would better suit his need to grow these skills and eventually found a home with Precision Wealth.Alan became affiliated with Precision Wealth in June of 2004. Since then Alan quickly asserted himself and was promoted to 3 times within 2 years and made Senior Associate, the highest level of promotion at the beginning of 2006. Alan has received numerous awards also received an award given by Precision Wealth in 2006 which named him Top Producer of the firm for the year as well as an award in 2009 for Advanced Achievement. During his career Alan has achieved the following licenses. Series 6 – Investment Company Products Series 7 – General Securities Series 63 – Uniform Securities State Law Series 66 -- Registered Investment Advisor California Life & Health #0E11625Contact Infoabender@parklandrep.com9890 Research Dr. Ste 200Irvine, CA 92618(949) 208-9670 tel(949) 751-2451 private faxSecurities offered through Parkland Securities, LLC Member FINRA, SIPC