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Alan Kleinberg, CFP®Senior Vice President, Financial Advisor

  • 3 Dakota Drive
    #310
    Lake Success, NY 11042
  • 516.487.8220

Alan became part of CAPTRUST in 2018 when FCE Group merged with CAPTRUST. He serves as a senior vice president, financial advisor and is responsible for delivering comprehensive wealth management and retirement advisory services. Alan is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Alan joined FCE Group in December 2002 as a senior managing director responsible for advising the firm’s clients on all aspects of financial planning and investments. He has worked in the financial services industry since 1995, having held positions as both a trader and financial advisor. 

EDUCATION

  • Bachelor of Science degree in finance from the University of Maryland

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER

MEMBERSHIPS

  • Member of the Financial Planning Association (FPA)
  • Registered Investment Advisory Agent of First Capital Consulting Inc.