Alan Glassey, ChFC®

Upon graduation from Drexel University Al became conversant in the investment and estate planning areas for individuals and small business owners while working in the public accounting field for Price Waterhouse Coopers. Al was recruited by Alco Standard Corporation for tax research and compliance support for a $2.5 billion subsidiary called, Paper Corporation of America.

In 1989, Al left to start his own professional financial planning practice by registering with former broker/dealer Lincoln Financial Advisors Corp. His value to individuals and business owner clients is his understanding of complex estate, business transfer, investment and retirement issues. He focuses on his client’s needs. With their input he develops a personalized financial strategy. It is this process of development which has helped his clients to position themselves to pursue their personal and financial objectives.

He has continued his education and has received the designation, Chartered Financial Consultant (ChFC). He holds FINRA registrations 7, 24, 63 and 65 through LPL Financial. Alan has also been a member of the Million Dollar Round Table¹.

Alan is a past Director and Officer on the Board of the Philadelphia Chapter of the National Association of Accountants. He is also a past member of the Chester County Chamber of Business and Industry Council, National Association of Life Underwriters, and the Society of Financial Service Professionals. In the past, he has been a speaker on radio, television and client events. Alan was also the Assistant Scoutmaster for BSA Troop 55 located in West Chester, PA. Alan is currently active in his local church community.

Alan and his family live in Chester County, Pennsylvania.