Alan Goldfarb Email & Phone Number
Managing Director
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Alan Goldfarb Location
- Dallas, TX, US
Alan Goldfarb Work
- 2022 -now Sr. Financial Advisor @ Novak & Powell Wealth Mangement
- 2016 -now Treasurer and Board Member @ 5800 Royal Condominium
- 2012 -now Managing Director @ Financial Strategies Group
- 2020 -2022 Senior Wealth Advisor @ XO Wealth Management, LLC (Dallas, TX)
- 1992 -2013 Arbitrator @
- 2001 -2012 Chief Financial Strategist @
- 2010 -2012 Delegate @
- 2007 -2012 Chairman and Director @
- 2006 -2012 Board of Directors @
- 2009 -2011 DSM Guild Treasurer @
- 1989 -2011 Principal @
- 2001 -2009 Director of Wealth Strategies @
- 2005 -2009 District Committee Member @
- 1986 -2009 Program Director @
- 2001 -2005 Chairman @
- 1999 -2001 Regional Director @
- 1991 -1993 President @ FPA DFW
- 1989 -1991 Brotherhood President @ Temple Emanu-El
- 1989 -1991 Director of Wealth Strategies @ Coopers and Lybrand
- 1976 -1989 President @ Financial Strategies
- 1979 -1988 Regional Director @ Financial Network Investment Corporation, Member SIPC
- 1981 -1983 HR Consultant @ The Pillsbury Company
- 1971 -1975 Director @ Dallas Junior Achievement
Alan Goldfarb Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
AIF (Accredited Investment Fiduciary)
2003-2005 - College of Financial Planning
CFP (Personal Finance)
1975-1978 - University of North Texas
MBA (Management and Economics)
1966-1970 - Fairleigh Dickinson University-Metropolitan Campus
BS (Engineering and Management)
1961-1966
Alan Goldfarb Skills
- Expert Witness
- Wealth Preservation
- Wealth Management
- Retirement Planning
- Risk Management
- Tax
- Financial Planners
- Wealth Management Services
- Finance
- Estate Planning
- Financial Services
- Personal Finance
- Alternative Investments
- Valuation
- 401k
- Mutual Funds
- Investments
- Strategic Financial Planning
- Wealth
- Portfolio Management
- Investment Advisory
- Retirement
- Asset Allocation
- Management
- Asset Management
- Employee Benefits
- Financial Advisory
- Series 63
- Series 7
- Investment Strategies
- Securities
- Pensions
- Investment Management
- Hedge Funds
- Fixed Annuities
- Social Media
- Sales Management
- Strategy
- Microsoft Office
- Leadership
- Research
Alan Goldfarb Summary
- Alan Goldfarb, based in Dallas, TX, US, is currently a Managing Director at Financial Strategies Group. Alan Goldfarb brings experience from previous roles at Novak & Powell Wealth Mangement, 5800 Royal Condominium, XO Wealth Management, LLC (Dallas, TX) and FINRA and NYSE. Alan Goldfarb holds a 2003 - 2005 AIF in Accredited Investment Fiduciary @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management and more. Alan Goldfarb has 1 mobile phone numbers on RocketReach.
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