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Alan Toman

Financial Advisor at Regal Holdings

Alan Toman is an experienced financial advisor currently serving at Regal Holdings since April 2018, where collaboration with clients in various stages of their financial lives is emphasized. Prior roles include investment advisor representative at Lincoln Financial Network and Bankers Life Securities, focusing on planning and advisory services for affluent individuals and seniors, respectively. Alan’s career extends to leadership positions in technology and entertainment, including managing director at Direct Access Interactive and president at Travertine Entertainment, where notable achievements include creating interactive television programming and launching mobile applications. Alan holds a BFA in Fine Arts from Ithaca College and a secondary school degree from Interlochen Arts Academy.

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