Alan Ebright

Mr. Ebright is responsible for business development and client service.  He has been an investment professional for over two decades, working for several firms in various capacities.  He’s able to help individuals who are 1) still in the accumulation phase of their investing life, 2) in need of a plan as they head into retirement, or 3) already retired.  Mr. Ebright holds a Bachelor of Science degree in finance/accounting from the University of Southern California.

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Making Your Money Last: The Two-Bucket Investment Approach

Preparation for retirement is a crucial component of your financial journey. It entails careful planning, strategic investing, and prudent asset allocation. Most people work for several decades, seeking enough savings to sustain their retirement for 25 years or more. Achieving genuine comfort requires a financial plan that accounts for various factors.

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