Alan joined Manchester Financial in 1995 after several years at Charles Schwab & Co., where he was responsible for serving high net-worth clients and also taught courses in financial planning, trading techniques, and retirement strategies.

Prior to working at Schwab, Alan was a consultant to the State of California in the rescue of the Executive Life Insurance Company and worked on the merger of Bank of America’s and Security Pacific’s mutual fund departments. He has an MBA from Pepperdine University and a BA in Economics from Brigham Young University. Alan has served on several boards, including Real Spirit, Alliance for the Arts, Sherwood Country Club, and was President of the Wellness Community, a national cancer charity. He has also been involved with local charities including Casa Pacifica, Cancer Support Community and the Boys and Girls Club of Ventura County.

In Alan’s free time he enjoys hiking, golf and tennis.