Alan Green, CFP®, CPWA®, CPFA

Founding Partner at Green Wealth Management Group
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • English Elementary proficiency

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Credentials

  • Certified Plan Fiduciary Advisor
    NAPA National Association of Plan Advisors
    Oct, 2018
    - Nov, 2024
  • Certified Private Wealth Advisor
    Investments & Wealth Institute
    Jun, 2017
    - Nov, 2024
  • Personal Investment Advisor
    Merrill Lynch Internal
    Jan, 2014
    - Nov, 2024
  • Certified Financial Planner
    CFP Board of Standards
    Jan, 2003
    - Nov, 2024

Experience

  • Green Wealth Management Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founding Partner
      • Apr 2021 - Present

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Resident Director - Wealth Management Advisor, Senior Vice President
      • Oct 2010 - Apr 2021

Education

  • University of Connecticut
    Bachelor's Degree
    1994 - 1998

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