Alan Ness, CFP® is a Senior Financial Advisor at FJY Financial. With over fifteen years of experience working with professionals, entrepreneurs, and small businesses, he brings a diverse skill set to FJY, which includes financial advising and business consulting.
Alan’s primary focus has always been helping clients live in alignment with their financial goals while also enabling them to live for today. He listens to clients to gain an appreciation for their unique perspective and relationship with finances and helps share some of the stresses and concerns they have about financial life. Serving as an accountability partner and sounding board on their journey to financial independence, Alan believes his clients are the heroes of their own stories, and he serves as a guide to help them succeed.
Alan serves as a member of FJY’s Investment Committee and as the chair of FJY’s Financial Planning Committee, guiding planning research, education and processes.