PRESTIGE WEALTH GROUP - Key Persons
Alan E. Concha III began his career in the financial services industry with Merrill Lynch in 2018. He has achieved the designation of CFP® (CERTIFIED FINANCIAL PLANNER™), having met the rigorous educational and professional standards required by the CFP® Board.
Alan is a fiduciary for his clients taking a coordinated long-term approach, that is ever evolving due to the continually changing economic environment. He has a true passion for understanding his clients on a deeper level, guiding them towards their financial aspirations and ambitions. This allows Alan to reposition assets in the most efficient way, to help mitigate taxes, reduce risk, limit fees, and increase protection.
Alan earned his bachelor's degree in Finance with a minor in Economics from the University of Delaware. In his spare time he enjoys hockey, music, and cooking.
Christopher F. Rich, MBA has a dynamic and extensively strong financial background encompassing a broad range of financial disciplines. Mr. Rich worked as a Senior Financial Analyst for a number of years during which time he performed a wide variety of business, operational and equity valuation assignments as well as numerous financial consulting engagements for both closely and publicly-held companies. His engagements include, but are not limited to, tangible and intangible asset valuation, merger and acquisition support and business operations consulting; moreover, a number of the aforementioned engagements were utilized as expert financial testimony for litigation support on legal matters of the court as well as Securities and Exchange Commission corporate investigations.
In Addition, Mr. Rich has far-reaching commercial real estate expertise. More specifically, he has performed numerous commercial real estate valuation and assurance and analysis assignments for the banking and real estate development industries with a concentration on anchored retail properties, multi-family housing, office buildings and vacant land.
Presently, Mr. Rich has a "boutique" financial and investment services practice in Tampa, Florida that provides capital, retirement income and estate management services to affluent professionals and retirees. Additionally, Mr. Rich consults, designs and implements corporate benefit packages such as 401 (k) and group health care plans for closely-held companies as well as Delaware Statutory Trust (DST) Section 1031 Exchanges.
Mark Fleksher is a Registered Principal and Financial Planner with Prestige Wealth Group, LLC. For almost 25 years, Mark has worked closely with executives, business owners, and affluent families, specializing in comprehensive financial planning, asset management, and retirement income planning.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Matthew Geraci began his career in the financial services industry in 2006. Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation which he earned in 2014. As a fiduciary, he is committed to providing his clients with sound, goal-based, holistic financial plans. Matt specializes in helping the affluent, emerging affluent, and closely held business owners align their wealth with their goals and intentions.
While earning his BA at the University of Delaware, Matt played for the men's ice hockey team. Matt resides in Media, PA with his wife (Meredith), 3 sons (Matthew, Patrick, and Andrew) and yellow lab (Butter). In his spare time, he enjoys spending time with his family, running triathlons, cooking, and golfing.
Mercedes previously worked at Columbia Bank for 18 years in various departments including mortgage servicing, accounts payable, and as a payroll administrator prior to retiring. Mercedes resides in Paramus, NJ with her husband Rob and enjoys spending time with family, especially her grandchildren William and Samantha and Emma.
Paul Goldman is the latest addition to the Prestige Wealth Group team. Paul was a CPA for 44 years, so he is very aware of the tax ramifications of selling securities, and other assets. In addition, Paul works with his clients on deferring taxes on the sale of non-primary residences through efficient tax programs.
Paul added financial planning to his tax and accounting practice in 1993, after many of his clients reached out to him for financial help. Most of his former long-term tax clients have stayed with him for decades, given the strong bond of trust that Paul easily engenders.
He is confident and comfortable working with individuals and couples who may not yet, or have little desire to, understand the intricacies of the financial world. Paul enjoys teaching and answering client's questions.
In his spare time, he enjoys attending a wide variety of music venues, and traveling, which has rekindled his interest in photography.
Rich Galgano began his career in the financial services industry with Prestige Wealth Group (PWG) in 2007, transitioning into the financial planner role in 2008. Rich achieved the designation of CFP® (CERTIFIED FINANCIAL PLANNER™) in 2018, having met the rigorous educational and professional standards required by the CFP® Board.
Rich works as a fiduciary with clients to provide holistic financial plans, while navigating ever-changing financial markets and life events. Rich has a true passion for guiding clients towards their financial aspirations and ambitions.
Tim has worked in the financial services industry since graduating from Bucknell University in 2017. Tim is pursuing his CFP and earned the Series 7 and 63 FINRA licenses while working at The Vanguard Group. Prior to joining the PWG team, Tim was on the trade desk at Lincoln Financial Group. Tim specializes in real time trade execution of equity, fixed income, option, and mutual fund trades. Originally from Harrisburg, Tim played ice hockey at The Hill School and Bucknell and continues to play weekly. In his spare time Tim loves snowboarding, sailing, and running.