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Our financial advice team


Alan R Frisher, Financial Advisor serving the Melbourne, FL area - Ameriprise Advisors

Alan R Frisher

ChFC®, CLU®, CDFA®

Financial Advisor

Florida Wealth Planning Group
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Divorce Financial Planning

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CDFA® Certified Divorce Financial Analyst®

Education

  • BA in Economics, Cum Laude, Brooklyn College, City University of NY, 1983