Alan M. Gelb, CFP®
Financial Advisor
alan@wescapgroup.com
Alan is a Financial Advisor and member of WESCAP's Group’s Investment Committee. He has over 20 years of industry experience performing portfolio management, personal financial planning, research, client servicing, and marketing duties. Alan has counseled institutional clients and high net worth individuals of various occupational backgrounds.
Prior to joining WESCAP Group, Alan was a Consultant and an Analyst with Seidler Foster Pott, a wealth management firm serving the needs of high net worth individuals and nonprofit organizations. Other past experience includes working for such distinguished Los Angeles-based investment firms as Kayne Anderson and Wilshire Associates.
Alan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his MBA with a concentration in Finance from Loyola Marymount University and a Bachelor of Arts in Economics from the University of California, Irvine. Alan obtained his certificate in Personal Financial Planning (PFP) from the University of California at Los Angeles (UCLA). He is a member of the CFA Institute, the CFA Society of Los Angeles, and the Financial Planning Association.
Alan is a life-long resident of Southern California. In his free time, he enjoys hiking, traveling, photography, scuba, cycling, martial arts, wine tasting, and cooking.
alan@wescapgroup.com
Alan is a Financial Advisor and member of WESCAP's Group’s Investment Committee. He has over 20 years of industry experience performing portfolio management, personal financial planning, research, client servicing, and marketing duties. Alan has counseled institutional clients and high net worth individuals of various occupational backgrounds.
Prior to joining WESCAP Group, Alan was a Consultant and an Analyst with Seidler Foster Pott, a wealth management firm serving the needs of high net worth individuals and nonprofit organizations. Other past experience includes working for such distinguished Los Angeles-based investment firms as Kayne Anderson and Wilshire Associates.
Alan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his MBA with a concentration in Finance from Loyola Marymount University and a Bachelor of Arts in Economics from the University of California, Irvine. Alan obtained his certificate in Personal Financial Planning (PFP) from the University of California at Los Angeles (UCLA). He is a member of the CFA Institute, the CFA Society of Los Angeles, and the Financial Planning Association.
Alan is a life-long resident of Southern California. In his free time, he enjoys hiking, traveling, photography, scuba, cycling, martial arts, wine tasting, and cooking.