Alan Faerber Email & Phone Number
Senior Financial Planner @ TomiPlan
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Alan Faerber Location
- Salt Lake City, UT, US
Alan Faerber Work
- 2025 -now Senior Financial Planner @
- 2024 -now Financial Planner and Owner @ Bountiful Financial Planning LLC
- 2022 -2024 VP, Financial Consultant @
- 2020 -2022 Senior Financial Consultant @
- 2018 -2022 Branch Manager @
- 2016 -2018 Branch Manager @ Scottrade Investment Management
- 2012 -2018 Branch Manager @
- 2009 -2012 Senior Stockbroker @
- 2007 -2009 Retirement Service Specialst @
- 2006 -2007 Sales Floor Associate @
- 2004 -2006 Sales Associate @ ATG Wireless
Alan Faerber Education
- College for Financial Planning
Master of Science (Personal Financial Planning)
2026-2027 - University of Utah
BS (Alpha Epsilon Delta Honors Society)
2003-2006
Alan Faerber Skills
- Series 7
- Investments
- Customer Service
- Trading
- Brokerage
- Securities
- Equities
- Mutual Funds
- Problem Solving
- Fixed Income
- Bonds
- Banking
- Portfolio Management
- Financial Services
- Retirement
- Risk Management
- Series 63
- See 1+see Less
- Leadership
- Finance
- Management
- Retirement Planning
- Training
Alan Faerber Summary
- Alan Faerber, based in Salt Lake City, UT, US, is currently a Senior Financial Planner at TomiPlan. Alan Faerber brings experience from previous roles at Bountiful Financial Planning LLC, Charles Schwab and TD Ameritrade. Alan Faerber holds a 2026 - 2027 Master of Science in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Series 7, Investments, Customer Service, Trading, Brokerage and more. Alan Faerber has 2 emails and 2 mobile phone numbers on RocketReach.
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Alan Faerber
Senior Financial Planner
Salt Lake City, UT, US
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Alan Faerber
Senior Financial Planner
Salt Lake City, UT, US
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