Alan Faerber Email & Phone Number
Senior Financial Planner @ TomiPlan
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Alan Faerber Location
- Salt Lake City, UT, US
Alan Faerber Work
- Senior Financial Planner @ (June 2025 - Present)
- Financial Planner and Owner @ Bountiful Financial Planning LLC (June 2024 - Present)
- VP, Financial Consultant @ (April 2022 - January 2024)
- Senior Financial Consultant @ (October 2020 - May 2022)
- Branch Manager @ (February 2018 - February 2022)
- Branch Manager @ Scottrade Investment Management (October 2016 - February 2018)
- Branch Manager @ (September 2012 - February 2018)
- Senior Stockbroker @ (June 2009 - September 2012)
- Retirement Service Specialst @ (January 2007 - February 2009)
- Sales Floor Associate @ (November 2006 - January 2007)
- Sales Associate @ ATG Wireless (February 2004 - August 2006)
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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