Alan P. Weiss,  CFP<sup>&reg;</sup> - Financial Advisor

Alan P. Weiss, CFP®

CPA

Financial Counselor

Regent Wealth Management Group

1 Bradley Rd, Ste 902
Woodbridge, CT 06525
(203) 387-7887 x224

General

Alan Weiss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Regent Wealth Management Group in Woodbridge, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement, Sudden Wealth

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