I’ve wanted to add a CFP professional to our staff for a long time. After literally years of looking, Alan seemed to be the right fit. Having another CFP professional gives KFG added capacity and depth, which will result in enhanced service to our clients.
Alan is working toward completing his M.S. in Financial Planning and is a Certified Retirement Counselor. He also recently passed the Certified Financial Planner (CFP) examination. Until joining us, Alan taught undergraduate financial planning courses at the University of Georgia while a graduate student. He also worked in a financial therapy clinic designed to help low income families with both their financial and relationship struggles.
Alan will assist our team with all aspects of financial planning for our clients. We welcome Alan to our KFG family.