First Command Financial Advisor - Alan Wesenberg

Business Description

Products and Services offered

Alan Wesenberg joined First Command Financial Services as a Financial Advisor in September 2014, following a 20-year career in the United States Air Force, where he attained the rank of Lt Col. Alan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Alan has a Master's degree in Aerospace Engineering from University of Colorado Boulder and a Bachelor's degree in Aeronautical Engineering from U.S. Air Force Academy. He holds Series 6, 7, 63 & 65 securities licenses plus life and health insurance licenses in CO, MA, ME, MT, NY, OK, TX, UT, VA & WA. Understanding that the biggest obstacle to financial security for most people is their own behavior, Alan serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Alan will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Alan is a member of Scouts BSA and Knights of Columbus. In his free time, Alan enjoys hiking, spending time with family, and working out. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of "Coaching those who serve in their pursuit of financial security."

Business Hours:
M-F 8am-5pm, Sa-Su Closed

Categories:
Financial Services,College Financial Planning Services

Specialties:
Comprehensive Financial Planning, Investment Strategies, Risk Management, Debt Management

Join Pointcom

Receive pricing updates, shopping tips & more!