Alan Guenzel Email & Phone Number

President @ Marathon Financial, LLC of CRT Private Wealth Management

5 free lookups per month.
No credit card required.

Alan Guenzel's Location

Fairfield, New Jersey, United States

Alan Guenzel's Work

President @ Marathon Financial, LLC of CRT Private Wealth Management
Senior Vice President and Wealth Advisor @ Morgan Stanley
Senior Vice President and Financial Advisor @ Smith Barney

Alan Guenzel's Education

NYU Stern School of Business
Master of Business Administration (M.B.A.) (International Finance)
S.U.N.Y Binghamton
Bachelor of Science (B.S.) (Accounting)

Alan Guenzel's Skills

Personal Financial Planning
Investments
Retirement Planning

Retirement Strategies
Tax Minimization Strategies
Portfolio Management
College Education Planning
Estate Strategies
Retirement
Financial Advisory

see less

Alan Guenzel's Summary

Alan Guenzel, based in Fairfield, New Jersey, United States, is currently a President at Marathon Financial, LLC of CRT Private Wealth Management, bringing experience from previous roles at Morgan Stanley and Smith Barney. Alan Guenzel holds a Master of Business Administration (M.B.A.) in International Finance @ NYU Stern School of Business. With a robust skill set that includes Personal Financial Planning, Investments, Retirement Planning, Retirement Strategies, Tax Minimization Strategies and more, Alan Guenzel contributes valuable insights to the industry.