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Alan Gelb, CFP® is a Partner Advisor with AdvicePeriod. With over 30 years of industry experience, Alan counsels clients from various backgrounds on all matters of investment management and personal financial planning.

Alan earned his Bachelor of Arts in Economics from The University of California, Irvine, and his MBA from Loyola Marymount University. He is a CERTIFIED FINANCIAL PLANNERâ„¢and obtained his certificate in Personal Financial Planning from UCLA. Alan is also a member of the National Association of Personal Financial Advisors (NAPFA).

As a fiduciary, Alan works solely in the best interests of his clients and believes in full transparency. Integrity, honesty, fairness and genuine care for his clients’ overall wellbeing are all traits that he is known for by those he serves.