Alan Hewitt (AAMS, AWMA, CFP®, ChFC®, EA)

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

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Alan is a client advisor with Mercer Advisors , a Fee-Only wealth management firm.

He is a Certified Financial Planner and a graduate of the College for Financial Planning in Denver, Colorado, class of 1994; a Chartered Financial Consultant granted by The American College,  an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning, Alan is also an Enrolled Agent licensed by the United States Department of Treasury.

Alan is the author of The DROP Book, which has
helped hundreds of public safety employees plan for their retirement.

Additional Information

Please feel free to contact our office for more information.

NAPFA Start Date

April 27, 2006


This Office

4009 Mission Oaks Blvd Camarillo, CA 93012-5156 Phone: (805) 987-4400