Alan Goldfarb
Alan Goldfarb, CFP®, AIF®, MBA
Director, Wealth Advisory Services
Weaver Wealth Management
Certified Financial Planner
Accredited Investment Fiduciary
Phone:
972.448.6971
E-mail: alan.goldfarb@weaverllp.com
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Professional Experience
- Over 30 years financial advisory experience
- President, Financial Strategies Advisory Corp.
- Director, Financial Planning, AXA Advisors, Texas Region
- Regional Director, Financial Planning Services, Coopers & Lybrand
- Director, Financial Services MBA Program, University of Dallas, Graduate School of Management
University and Continuing Professional Education
- Master of Business Administration, Economics and Management, University of North Texas
- Bachelor of Science, Engineering and Management, Fairleigh Dickinson University
- AIF®, Accredited Investment Fiduciary, Center for Fiduciary Studies, University of Pittsburgh
- CFP®, Certified Financial Planner, College for Financial Planning
Professional Awards, Activities and Memberships
- Voted a top wealth advisor
- Chair, Certified Financial Planner (CFP) Board of Standards’ Board of Directors
- Former Chair, CFP Board of Professional Review
- Former Executive Director, Southwest Institute for Personal Financial Education, University of Dallas
- Arbitrator and Mediator, American Arbitration Association
- Former National Board Member, International Association for Financial Planning
- Board Member, Dallas Summer Musicals
- Former National Vice Chairman, Planned Giving for the American Heart Association
- Named Top Financial Advisor by Worth Magazine for six consecutive years
- Named Best Wealth Manager twice in Medical Economics and Texas Monthly
- Named Best Financial Planner and Wealth Manager in Dallas by D Magazine
- Listed in Marquis’ Who’s Who in Finance and Industry