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Alan Goldfarb has been recognized as a leader in the financial counseling industry since the early 1970's. His background includes extensive experience in investments, employee benefits, and estate planning, coupled with leadership roles in professional and civic organizations. He has been named Top Financial Advisor by "Worth" magazine for five consecutive times, and Best Financial Planner and Wealth Manager in Dallas by "D" magazine. He is also listed in Marquis' Who's Who in Finance and Industry, and has served as National Vice Chairman of Planned Giving for the American Heart Association.
EXPERIENCE - More than 30 years
President - Financial Strategies Advisory Corp.
Director - Financial Planning, AXA Advisors, Texas Region
Regional Director - Financial Planning Services, Coopers & Lybrand
Director - Financial Services MBA Program, University of Dallas, Graduate School of Management
EDUCATION
AIF®, Accredited Investment Fiduciary, Center for Fiduciary Studies, University of Pittsburgh
CFP®, Certified Financial Planner, College for Financial Planning
MBA, Economics and Management, University of North Texas
BS, Engineering and Management, Fairleigh Dickinson University
AFFILIATIONS
Member - CFP® Board of Directors
Former Chair - CFP® Board of Professional Review
Executive Director - Southwest Institute For Personal Financial Education, University of Dallas
Arbitrator and Mediator - American Arbitration Association
Former National Board Member - International Association For Financial Planning
Board Member - Dallas Summer Musicals | 