Alan Leitson

Alan Leitson is a seasoned financial professional currently serving as a Certified Financial Planner at SagePoint Financial since December 2016, specializing in investment management, retirement planning, and insurance. Prior to this role, Alan held the position of Certified Financial Planner at Balanced Asset Management for nearly a decade, where responsibilities also included investment management and planning. Alan's career began at KeyCorp as an Investment Branch Manager, overseeing a team focused on retail investment clients. Early professional experience includes varied managerial roles at Allstate, encompassing accounting and project management tasks. Alan earned a B.A. in Socio-Economics from Michigan State University and a high school diploma from West Bloomfield High School.