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 @ TomiPlan
2024 - now Financial Planner and Owner @ Bountiful Financial Planning LLC
2022 - 2024 VP, Financial Consultant @ Charles Schwab
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2020 - 2022 Senior Financial Consultant @ TD Ameritrade
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2018 - 2022 Branch Manager @ TD Ameritrade
2016 - 2018 Branch Manager @ Scottrade Investment Management
2012 - 2018 Branch Manager @ Scottrade
2009 - 2012 Senior Stockbroker @ Scottrade
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2007 - 2009 Retirement Service Specialst @ Fidelity Investments
2006 - 2007 Sales Floor Associate @ Target
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Alan Faerber Education

University of Utah
BS (Human Development and Family Studies)
2003 - 2006

Alan Faerber Skills

Series 7
Investments
Customer Service

Trading
Brokerage
Securities
Equities
Mutual Funds
Problem Solving
Fixed Income

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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 2003 - 2006 BS in Human Development and Family Studies @ University of Utah. 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.

Alan Faerber Emails

Found 2 emails

Alan Faerber Phone Numbers

Found 5 phone numbers

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