CAPITAL ANALYSTS - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER™ Professional
Alan Curley manages the local Parsippany office and has been in the investment planning field for over 20 years and has been working in the not-for-profit space for 17 of those years.
Alan Curley manages the local Parsippany office and has been in the investment planning field for over 30 years and has been working in the not-for-profit space for 20 of those years. He received his Bachelor of Arts in Economics from San Diego State University and holds FINRA Series 6, 7, 65 and 63 registrations, as well as life, health and property-casualty insurance licenses in the state of New Jersey. Mr. Curley holds the CERTIFIED FINANCIAL PLANNER™ professional certification.
His CFP® certification distinguishes him among many of his peers in the financial services industry as it shows that he has voluntarily met rigorous requirements of education, examination and experience and abides by CFP Board's Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places the clients' interests first.
Rich has over 25 years of experience in the Financial Services industry. He has administered such products as 401(k) plans, non-qualified plans, annuities, IRAs, etc. He's been a member of the Virtual Services Team since 2020.