Alan D. Reese CFP®, CPA
About Alan Reese
Alan has over 30 years in commercial and consumer lending, mortgage banking, and financial and accounting services. Alan works with a wide variety of successful individuals, business owners, musicians and organizations. He is proud to tailor personalized financial planning, delivering strategies to manage his client’s financial futures. His full range of financial planning care includes a broad platform of investment, insurance, and retirement services. Through an extensive discovery process, Alan reviews all aspects of your financial world to uncover the known and unknown when helping you compose the right plan for you. This will provide you with real clarity about every financial decision.
Alan's full range of financial planning care includes a broad platform of investment, insurance, and retirement services. In his role as Director of Financial Planning, Alan is responsible for ensuring that all financial plans meet high standards for exceptional advice. This involves working with any of our financial advisors who complete a holistic financial plan for their clients.
Alan spent many years as a senior-level financial and operations executive. Prior to joining our team, Alan served as Senior Managing Director and Head of Corporate Operations for Berkeley Point Capital, overseeing commercial servicing, asset management, and special asset management activities. Alan also has extensive experience in public accounting, having served as a Partner with Coopers & Lybrand in their Boston office.
Education / Memberships / Licenses
- Bachelor degree in Accounting from University of Wisconsin – Eau Claire
- Former Trustee of Berklee College of Music in Boston
Alan offers advisory services through U.S. Financial Advisors. He is not affiliated with LPL Financial.