Alan Caulkins
CFP®, FIC, CLTC®
Bringing 30 years of experience to the tri-state area
State(s) Licensed: FL, MA, MD, NY, OH, PA, TN, VA, WV
1736 Ferguson Rd
Allison Park, PA 15101
Bringing 30 years of experience to the tri-state area
State(s) Licensed: FL, MA, MD, NY, OH, PA, TN, VA, WV
My first priority? Your goals
Discovering what is important to you and your family is my #1 objective! Together, we'll develop financial strategies that best suit your lifestyle, include your vision for the future and protect what you value most.
I serve the greater Pittsburgh area, including the North Hills, South Hills, and East suburbs, as well as communities in several other states. We can meet in my office in Allison Park, virtually via Zoom, or at another convenient location near you. I appreciate the long-lasting relationships I have built with my clients and their families, and I look forward to getting to know you. I invite you to explore my website to learn more.
What is a CFP®?
All CERTIFIED FINANCIAL PLANNER™ professionals must successfully complete a multi-year, multi-step process that helps to provide the knowledge required to deliver professional, competent and ethical financial planning services to clients. We have met rigorous professional standards and agree to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.
Obtaining this designation in 2010 was especially important to me because of the great commitment I've made to my clients and their futures. Learn more at https://www.letsmakeaplan.org/
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Allison Park Office
- Phone:
- 412-533-7070
Hours
Monday - Friday: By Appointment