Alan is the founder and chief architect of Alta Private Wealth, Inc. (APW). He founded APW after approximately 15 years working for two of the largest banks in the US, where he discovered a strong need for a more dedicated and holistic client experience. He realized that the larger financial intuitions were excellent at marketing and scaling client acquisitions but lacked the meaningful resources and capabilities to provide exceptional dedicated client service over time.

Prior to forming APW, Alan was Vice President of Investments at JP Morgan, serving his clients as a Private Client Advisor. He also held an Assistant Vice President role in retail banking at Wells Fargo Bank, where he began his career in 2008.

Alan moved to San Diego in 2005, from Silver Spring, MD to pursue a degree in Economics at San Diego State University. Alan maintains a professional designation with The American College of Financial Services, Wealth Management Certified Professional-WMCP®.

Alan enjoys spending time traveling with his family. As a young child he lived overseas in Europe and traveled extensively with his dad.  He is now carrying on the tradition with his own family. Alan and his wife, share a passion of learning about art, architecture, history and cuisine of other countries. Alan’s hobbies include cycling, basketball, golf, rock climbing and staying active in the outdoors. Alan is a devout Christian and is a member of Grace Church in the North Park area of San Diego, which he serves on the church’s financial board committee.