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Profile of Alan Goldfarb
 

Alan Goldfarb

 
Dir. - Financial Strategies - Weaver & Tidwell Financial Advisors Ltd.
 
Alan Goldfarb Email :
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Company Name : Weaver & Tidwell Financial Advisors Ltd.
 
Company Website : www.wtadvisors.com
 
Company Address : 12221 Merit Dr.
Ste. 1300, Dallas, TX,
United States,
 
Alan Goldfarb Profile :
Dir. - Financial Strategies - Weaver & Tidwell Financial Advisors Ltd.
 
Alan Goldfarb Biography :

Alan Goldfarb has been recognized as a leader in the financial counseling industry since the early 1970's. His background includes extensive experience in investments, employee benefits, and estate planning, coupled with leadership roles in professional and civic organizations. He has been named Top Financial Advisor by "Worth" magazine for five consecutive times, and Best Financial Planner and Wealth Manager in Dallas by "D" magazine. He is also listed in Marquis' Who's Who in Finance and Industry, and has served as National Vice Chairman of Planned Giving for the American Heart Association.

EXPERIENCE - More than 30 years

President - Financial Strategies Advisory Corp.

Director - Financial Planning, AXA Advisors, Texas Region

Regional Director - Financial Planning Services, Coopers & Lybrand

Director - Financial Services MBA Program, University of Dallas, Graduate School of Management

EDUCATION

AIF, Accredited Investment Fiduciary, Center for Fiduciary Studies, University of Pittsburgh

CFP, Certified Financial Planner, College for Financial Planning

MBA, Economics and Management, University of North Texas

BS, Engineering and Management, Fairleigh Dickinson University

AFFILIATIONS

Member - CFP Board of Directors

Former Chair - CFP Board of Professional Review

Executive Director - Southwest Institute For Personal Financial Education, University of Dallas

Arbitrator and Mediator - American Arbitration Association

Former National Board Member - International Association For Financial Planning

Board Member - Dallas Summer Musicals

 
Alan Goldfarb Colleagues :
Name Title Email

David Sego

MD Please login

Samuel Tannebaum

Dir. - Strategic Relationships Please login

Reggie Sandoval

Chief Compliance Officer, Investment Operations Mgr. Please login

Corbett Ray

Sr. Financial Planner, Financial Planning Mgr. Please login

Michael Benedict

Sr. Financial Advisor Please login


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