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ALAN S. ALDERFER, CFP®

 
Alan S. Alderfer, CFP®
Certified Financial Planner Practitioner
Click here to listen Alan's Radio show SMART MONEY MANAGEMENT

Alan Alderfer brings a wealth of knowledge and experience to his clientele of high-net-worth individuals, business owners, retirees, and professionals who are serious about maximizing the value of their assets.  Alan provides comprehensive financial planning services, including employee benefit packages and 401 (k) plans for businesses, and customized portfolio design and management for individuals, investors, and retirees.

Speaking of his business philosophy Alan says, “I feel fortunate to be in a position to help people move into the future with confidence and security.  Financial matters can be complex, and my clients depend on me for help in making decisions that are right for them.  I am dedicated to the success of my clients.”

Alan Received a bachelor’s degree in economics form Ball State University.  Alan hosts a weekly Radio show on WRSW 107.3 and ESPN 1480.  Active in his community he serves on the Salvation Army Advisory Board, was past president of the Warsaw Rotary Club, on the Ivy Tech Business Advisory Commitee, and on the board of the Kosciusko County Community Foundation.

Alan Alderfer is a life long resident of Warsaw, IN.  Alan is married to Kristine, and has twin daughters Caroline and Katherine. In his leisure he enjoys cycling and spending time with his family.

 
Our Firm
1.888.942.6100
Securities, Financial Planning, and Advisory Services Offered
2007 ALDERFER BERGEN & Co.  
Through LPL Financial Member FINRA/SIPC
The LPL registered representatives of Alderfer Bergen & Co. may only discuss securities or transact business with persons who are residents of
AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, MI, OH, SC, TX, VA, WA  or WI