Alan S. Alderfer, CFP®

Alan Alderfer brings to his executive leadership role more than 25 years of experience in financial planning. He lends his expertise in financial management strategies to the rich service offerings we bring to our clients at Alderfer Bergen & Co. Alan is a Certified Financial Planner Practitioner™ with a true desire to understand each and every client’s needs through strategic conversation. He has lived in Warsaw throughout his life and is raising twin teenage daughters, Caroline and Katherine, with his wife, Kristine.

In a numbers industry, Alan understands that serving his clients is more than bottom lines and dollar signs—it’s about meaningful connection. He invites clients into the Alderfer Bergen family with the intent of affecting positive change for their future financial health. Alan contributes his business acumen and spirit for civic engagement to supporting the Kosciusko Community Hospital as it serves families through the Kosciusko County Riley Kids Fund. Whether he’s enjoying time with family, cycling recreationally, or pouring over financial statements, Alan is all in with a singular purpose—embracing the best parts of life and affecting positive change in the lives of others.