There is no substitute for experience.
Alan is a well known local financial educator, author and host. He is a 34 year veteran of the financial services industry having worked as a stock broker in the 1980s and owned his own Broker-Dealer in the 1990s (until 2003) - where he also served as the Chief Compliance Officer.
It's also where he began his radio career. Alan was the host of the number one rated daily financial radio show in Tampa Bay, "Inevitable Wealth".
Through the popularity of the radio show, Alan was able to host hundreds of educational, financial seminars and workshops. As the Broker Dealer grew, Alan began to realize that all too often, the needs and requirements of the Broker Dealer took a front seat to the needs of his clients.
So, in 2003 Alan founded "Alan L Rosenberg & Company, Inc." an Independent, Fee-Based Registered Investment Advisory Firm.
Alan is also the author of the books: "A Guide to Personal Finance and Estate Planning" and his recently released (11/2017) "Your Guide to Retirement Income - including Social Security and Medicare Planning", (available on Amazon). Alan is also the author of many informational brochures on topics that include Annuities, IRAs, Retirement Planning, Long-Term Care, Education Planning and Mutual Funds.
Alan is the Past President of the Oldsmar/East Lake Rotary Club