With 20 years in the financial services industry, Alan joined Merrill Lynch Wealth Management in 2006. He follows a disciplined process that begins with getting to know each client and their family, their financial situation, what matters most to them, and is passionate about delivering excellent service.  His focus is on helping clients develop potential solutions and providing investment guidance by understanding their short- and long-term financial objectives.  Alan graduated from UC Berkeley with bachelor’s degrees in Economics and Political Science and an Education minor.  He also holds the Chartered Financial Analyst^® designation.
Alan follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.  He previously served as Chair of the South San Francisco Planning Commission and as President of the CFA^® Society of San Francisco's Board of Directors.  Alan has lived in the Bay Area his entire life and spends his time outside of work traveling with his family, enjoying the outdoors, and coaching his daughter's youth soccer and softball teams.