Alan Kleinberg, CFP®, is a Principal and Financial Advisor at CAPTRUST, a role they have held since 2018. Previously, they served as a Senior Managing Director at FCE Group from 2002 to 2018, where they provided comprehensive financial planning and investment advice. With experience in the financial services industry dating back to 1995, Alan has held various roles, including trader and financial advisor. They earned a Bachelor’s Degree in Finance from the University of Maryland College Park in 1975.
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