Alan B Faerber CFP® CRPC® 

Alan found his passion for financial planning while studying at the University of Utah​, where he earned his Bachelor of Science in 2006. He then began his career in financial services in 2007, just before the Great Recession. He helped his clients successfully through one of the most challenging recessions our country has experienced.

After helping self-directed investors succeed, he found they often needed guidance and specialized help in areas other than investing.

Since then, Alan has honed his holistic financial planning and Medicare knowledge. He has guided thousands of individuals and families through complex financial and investing situations, helping them maximize their assets, manage tax bills, explore Medicare options, and alleviate burdens on loved ones. His commitment to continuous learning is evident in his Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNING™ designations, which further enhance his ability to transform lives through financial planning.

Alan's true passion lies in helping people like you plan and achieve the experiences that bring happiness and meaning to your lives. Whether it's supporting missions, volunteering, or meeting special family needs, he is dedicated to working with you to make your aspirations a reality.