Alan Kleinberg is a wealth management financial advisor based in Lake Success, NY.
Alan joined CAPTRUST from FCE Group in 2018. He serves as a principal and financial advisor and is responsible for delivering comprehensive wealth management and retirement advisory services. Alan is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.
Alan joined FCE Group in December 2002 as a senior managing director responsible for advising the firm’s clients on all aspects of financial planning and investments. He has worked in the financial services industry since 1995, having held positions as both a trader and financial advisor.
- Bachelor of Science degree in finance from the University of Maryland
- CERTIFIED FINANCIAL PLANNER™
- Member, Financial Planning Association (FPA)