Alan Goldfarb, CFP®, AIF®, MBA
Director of Financial Strategies
"An accomplished financial advisor is committed to excellence and uncompromised professionalism. He or she is always attuned to the needs and goals of the client. This great sensitivity is the element which separates the acceptable advisor from the exceptional advisor."
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