Alan Gelb (CFP®, MBA)

Alan Gelb focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

As a fee-only fiduciary planner, I provide unbiased advice covering all aspects of personal financial planning.

Additional Information

Alan is a Partner Advisor at AdvicePeriod. He has 30 years of industry experience with a focus on providing prudent portfolio management and highly-personalized financial planning services for individuals in various stages of their lives.

Prior to joining AdvicePeriod, Alan spent nearly 13 years as a Financial Advisor at WESCAP Group and was a member of that firm’s Investment Committee.

Alan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his MBA with a concentration in Finance from Loyola Marymount University and a Bachelor of Arts in Economics from the University of California, Irvine (UCI). Alan obtained his certificate in Personal Financial Planning (PFP) from the University of California at Los Angeles (UCLA). He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Alan is a life-long resident of Southern California. He resides in West Los Angeles with his wife Stephanie who is a practicing attorney, their twins – Ethan and Sophia, and a rambunctious puppy named Bandit.

In his free time, Alan enjoys cycling, hiking, traveling, wine tasting, and cooking.  He completed his first Ironman triathlon in 2015 at Mont-Tremblant in Canada.

NAPFA Start Date

December 28, 2012

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This Office

2121 Avenue of the Stars Ste 2400 Los Angeles, CA 90067-5010 Phone: (424) 231-5648