Alan D. Reese CFP®, CPA

Director of Financial Planning

About Alan (Al) Reese

Leveraging his more than 30 years of experience as a senior financial executive in commercial and consumer lending, Al works with a wide variety of successful individuals, business owners, musicians and organizations.  In much the same way that he optimized and protected the assets of his former corporate employers, he works with his individual clients to identify opportunities and minimize risk.  Through an extensive discovery process, Al reviews all aspects of his clients’ financial lives to reveal potential opportunities and expose potential downsides, then uses those insights to develop holistic financial plans.  His full range of financial planning care includes a broad platform of investment, insurance, and retirement solutions.  In his role as Director of Financial Planning, Al is responsible for ensuring that all financial plans meet high standards for exceptional advice.

Prior to joining our team, Al spent many years as a senior-level financial and operations executive.  He most recently served as Senior Managing Director and Head of Corporate Operations for Berkeley Point Capital, overseeing commercial loan servicing, asset management, and special asset management activities. Al also has extensive experience in public accounting, having served as a Partner with Coopers & Lybrand in their Boston office.  Al also takes pride in supporting his community, having served as Trustee and Chairman of the Finance Committee of Berklee of Music for more than 20 years and currently supporting Circle of Hope as Treasurer.  In his spare time, Al is a semiprofessional musician, having played the bass guitar in rock cover bands since his teens.  

Education / Memberships / Licenses

  • Certified Financial Planner, 2016
  • CPA (Inactive), State of Minnesota, 1979
  • Bachelor’s degree in Accounting from University of Wisconsin – Eau Claire
  • Trustee of Berklee College of Music in Boston and Chairman of the Finance Committee, 1988-2010
  • Treasurer, Circle of Hope in Needham, MA, 2015-present

Alan offers advisory services through Great Valley Advisor Group. He is not affiliated with LPL Financial.