MEET FINANCIAL STRATEGIES

We work for you on behalf of your children and their children to make sure they're provided for and that you will never be a financial or emotional burden to them.

Alan Goldfarb, MBA, CFP - Managing Director

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GET TO KNOW ME

There are so many people in the world who have never had the opportunity to pursue the career they love. I am not one of them. I love what I do and have been doing it for almost 40 years. Since starting my career in Dallas, I've had the privilege of assisting successful families by helping them make smart wealth decisions, so they can maximize the probability of success.

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PROFESSIONAL RECOGNITION

CHAIRMAN OF THE CERTIFIED FINANCIAL PLANNER (CFP) BOARD OF STANDARDS

Served six years on the Board with the responsibilities to protect the public and educate and regulate over 80,000 Certificants in the United States.

CHAIRMAN OF THE BOARD OF PROFESSIONAL REVIEW

Responsible for hearing cases brought against certificants and determining the appropriate penalty for any infraction of the rules of conduct.

WORTH MAGAZINE

Named to the magazines list of top 500 and top 250 Financial Advisors in the country for 5 consecutive times.

MEDICAL ECONOMICS

Named as a top Financial Advisor to medical professionals by a third party rating service after consulting with a number of physician clients.

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"An accomplished financial advisor is committed to excellence and uncompromised professionalism. He or she is always proactive and attuned to the needs and goals of the client"

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PROFESSIONAL HISTORY

WEAVER WEALTH MANAGEMENT

Director of Financial Planning for the Advisory arm of the Weaver CPA firm. Assisted firm clients in coordinating their life goals with their investment, estate and tax planning.

COOPERS AND LYBRAND

Regional Director of Financial Planning. Developing intergraded financial plans for multi-generational families. Educated staff regarding investment and insurance opportunities.

UNIVERSITY OF DALLAS

Adjunct Faculty and Director of the Financial Planning MBA. Developed curriculum for the program to teach students both the fine art and details of personal financial planning, and successfully passing the CFP exam.

SOUTHWEST INSTITUTE FOR PERSONAL FINANCIAL EDUCATION

Executive Director tasked with providing financial literacy and education to residents in the Dallas/Ft. Worth metroplex. Additionally providing pro bono financial plans developed by MBA students.

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EDUCATIONAL HISTORY

January 1967 - June 1970

UNIVERSITY OF NORTH TEXAS - MBA

Earned an MBA majoring in management and minoring in economics in the evenings while working full time.

January 1960 - June 1966

FAIRLEIGH DICKINSON UNIVERSITY - BS

Earned a BS in the evenings majoring in industrial engineering and minoring in management while working full time.

January 1975 - May 1978

COLLAGE FOR FINANCIAL PLANNING - CFP

In person and on line studies to master topics such as investments, retirement, estate, budgeting, tax, insurance, and family dynamics.

June 1986 - August 1986

UNIVERSITY OF PITTSBURGH - AIF

Katz Graduate School of Management - certificate course for becoming an Accredited Investment Fiduciary in order to oversee pension plans and individual investments.

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OUR PROCESS

GETTING TO KNOW YOU

Our job is to spend the time to truly understand your unique goals and dreams for you and your family. Once this is done, we can then design a plan that meets those objectives and fits your personality and risk tolerance.

PRESENTING THE RESULTS

After several iterations and professional consultations, we will present our findings to you and your family. The results will be in the form of specific recommendations to address all the issues you raised as well as any we believe you need to consider. We will then work with your family and your professionals to make sure your wishes are implemented.

ENJOYING THE OUTCOME

We will get together periodically to make sure that the plan is working for you and also for your family. We will help make adjustments or modifications as may be necessary to keep the accomplishment of your goals on track.