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Alan Gelb

Alan Gelb

Partner Advisor

BIOGRAPHY

Alan Gelb, CFP® is a Partner Advisor with AdvicePeriod. For over 25 years he has advised institutional and high net worth clients from various backgrounds on all matters of investment and planning.

Prior to joining AdvicePeriod, Alan worked for over a decade at WESCAP Group. He was a member of the firm’s Investment Committee where he was a proponent of a low cost and tax efficient investment strategy.

Alan earned his Bachelor of Arts in Economics from The University of California, Irvine and his MBA from Loyola Marymount University. He is a CERTIFIED FINANCIAL PLANNER™and obtained his certificate in Personal Financial Planning from UCLA. Alan is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

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