Alan Reisfield CFP, CIMA is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Florham Park, NJ. With over 20 years of experience in the industry, Alan specializes in asset allocation, total portfolio management, retirement income planning, education funding, charitable giving structures, and estate planning. He utilizes a disciplined approach to risk management, incorporating professional money management and individual laddered bond portfolios for diversification and protection. Alan holds a Bachelor of Business Administration in Accounting from Clarion University of Pennsylvania, is a Certified Financial Planner (CFP), and has earned his Certified Investment Management Analyst (CIMA) designation from The Wharton School of Business.
Alan and his wife Amy reside in Ramsey, NJ with their two sons, Adam and Andrew. In addition to his work, Alan enjoys spending time with his family, coaching baseball, and golfing.
Generated from the website