Alan J. Fishman, CLU, CFP®
Financial Advisor, Yorktown Financial Group & Evolution Financial Group
Alan J. Fishman is a CERTIFIED FINANCIAL PLANNER® certificant and former CPA who brings experience in public accounting, financial management and insurance to his association with Yorktown Financial Group, Inc. He graduated from Franklin and Marshall College in 1980 with an accounting degree, passed the CPA exam in 1983 and attended the Johnson School of Management (Cornell University's MBA program). He is also a Chartered Life Underwriter (CLU).
Alan lives in Lafayette Hill, PA with his wife and two daughters. He is an active member of his synagogue and involved in charitable activities.
Alan J. Fishman, CLU, CFP® is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA, CA, DE, FL, GA, MA, MI, MN, NJ, NY, TX, UT, and VA. He is also insurance licensed in PA, CA, CO, CT, DE, MA, MD, MI, NJ, and NY.
CPA services are offered independent of Equity Services, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.