Alan Kovalsky Email & Phone Number
Senior Estate Planning Specialist @ Wallington Asset Management
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Alan Kovalsky Location
- Indianapolis, IN, US
Alan Kovalsky Work
- 2024 -now Senior Estate Planning Specialist @
- 2022 -2024 Wealth Strategist and Director of Estate Planning @ RJ Financial
- 2015 -2022 Trusts and Estates Planning Attorney @ Law Office of Alan Kovalsky
- 2007 -2015 Subject Matter Expert and High Net Worth Strategist - Trusts and Estate, Tax, Retirement Planning @
- 2006 -2007 Real Estate Finance Attorney @
- 2004 -2005 Financial Consultant @
Alan Kovalsky Education
- University of California, Davis - School of Law
Juris Doctorate (Law)
1990-1992 - University of the Pacific - McGeorge School of Law 1989-1990
- State University of New York at Albany
Alan Kovalsky Skills
- College Education Planning
- Writing
- Estate Planning
- Consultative Selling
- Income Tax
- Charitable Trusts
- Wealth Preservation Planning
- Estate Tax Planning
- Wealth Transfer
- Retirement Planning
- Teaching
- Tax
- Legal Writing
- Investments
- Business Formation
- Trust Management
- Finance
- Westlaw
- Preparation Of Trusts
- Real Estate Financing
- Series 66
- Preparation of Wills
- Financial Services
- Asset Protection
- Tax Advisory
- Charitable Gift Planning
- Wealth Management
- Technical Writing
- Life Insurance
- Tax Reduction
- High Net Worth Individuals
- Budgeting
- Wealth Accumulation
- Trusted Business Partner
- Legal Research
- Trusts
- Critical Thinking
- Employee Training
- Financial Analysis
- Numerical Ability
- Special Needs Trusts
- Real Estate Transactions
- Research
- Problem Solving
- Series 7
- Employee Benefits
- Securities
- Gift Tax
Alan Kovalsky Summary
- Alan Kovalsky, based in Indianapolis, IN, US, is currently a Senior Estate Planning Specialist at Wallington Asset Management. Alan Kovalsky brings experience from previous roles at RJ Financial, Law Office of Alan Kovalsky, Charles Schwab Private Client Investment Advisory Services and U.S. Small Business Administration. Alan Kovalsky holds a 1990 - 1992 Juris Doctorate in Law @ University of California, Davis - School of Law. With a robust skill set that includes College Education Planning, Writing, Estate Planning, Consultative Selling, Income Tax and more. Alan Kovalsky has 3 emails and 3 mobile phone numbers on RocketReach.
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