Alan  Goldfarb,  CFP<sup>&reg;</sup> - Financial Advisor

Alan Goldfarb, CFP®


Senior Wealth Advisor

Financial Strategies Group

10747 Villager Rd, Apt A
Dallas, TX 75230-3936
(972) 333-0120 CONNECT WITH Alan
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Alan Goldfarb is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Strategies Group in Dallas, TX and the surrounding communities.

Financial Advisor Overview

Financial Strategies Groups' primary mission is to help clients reach their financial goals. We accomplish this through a five-step process, never losing sight of clients' financial objectives. First, we get to know clients by having them sit down with an advisor and going over the individual client's personal financial assessment. Second, we create a client's financial plan once we have a clear picture of the financial objectives utilizing both proprietary and public resources. Third, we base our investment principle on the proven theory of asset allocation. We will not put "all your eggs in one basket." Fourth, it is our job to implement a client's plan and monitor it on a regular basis. Finally, we strive to forge long-term relationships with our clients that are comfortable, successful, and life-long. Making your money work for you is not magical. It is a combination of years of experience, development of a long-range plan, and the ongoing monitoring and updating of that plan. It is not science. It is not art. But it is a combination of both, brought to you by the experienced team at Financial Strategies Group.


Financial Advisor Experience

40+ years of experience helping clients become and remain financially independent so they can spend their lives doing what they enjoy most.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources