Alan Concha Email
CERTIFIED FINANCIAL PLANNER™ @ Prestige Wealth Group LLC
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Alan Concha Location
- New York, NY, US
Alan Concha Work
- 2023 - now CERTIFIED FINANCIAL PLANNER™ @
- 2021 - 2023 Wealth Advisor @
- 2018 - 2021 Financial Advisor @
Alan Concha Education
- University of Delaware
Bachelor's Degree
2014 - 2018
Alan Concha Summary
- Alan Concha, based in New York, NY, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Prestige Wealth Group. Alan Concha brings experience from previous roles at Smallwood Wealth Management and Merrill Lynch Wealth Management. Alan Concha holds a 2014 - 2018 Bachelor's Degree @ University of Delaware. Alan Concha has 1 emails on RocketReach.
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Top Prestige Wealth Group LLC Employees
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Alan Concha
CERTIFIED FINANCIAL PLANNER™
New York, NY, US
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