Alan Schapire (CFP®, CPA/PFS, MBA)

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

College/Education Planning

Corporate Executives

Divorce Planning

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

Convergent Financial Strategies is a relationship-driven firm that delivers highly personalized services to individuals and families as they grow, manage and protect their wealth. We provide independent, objective and unbiased personal financial strategies to bring peace of mind and clarity to our clients and their financial goals.

Our Core Values:

Fiduciary Standard
Transparency
Fee-only Compensation
Independent Unbiased Advice
Service to clients and Community
Emphasis on Education

Who-We-are.-bannerjpg.jpg

What We Believe

As Fee-Only advisors, we do not earn any transaction-based compensation. All of our compensation comes directly from our clients. Furthermore, we are not affiliated with any commission-earning firm such as a bank, broker-dealer, or insurance company.

Operating in a fiduciary capacity means we will always act with your best interest in mind. As NAPFA-Registered Financial Advisors, we faithfully adhere to the Certified Financial Planner® Code of Ethics, the NAPFA Code of Ethics, and we subscribe to the NAPFA Fiduciary Oath.

Additional Information

Alan M. Schapire is the founding principal of Convergent Financial Strategies LLC. He serves as the Managing Director of Tax Planning.

Alan is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA). He has served on the NAPFA Northeast-MidAtlantic Region Board and on the PICPA Personal Financial Planning Committee, including three years as Committee Chair.

Alan earned a Bachelor of Science (Accounting) degree and a Master of Business Administration (Finance) degree from Drexel University in Philadelphia. He has been a CPA since 1987 and a CERTIFIED FINANCIAL PLANNER™ practitioner since 2001. In 2002, he received his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). The PFS mark is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS.

Alan has provided financial and tax planning services to clients since 2001. He and his family live in Delaware County, Pennsylvania. Although his ties to his alma mater, Drexel University, are still strong, Alan also considers his family to be a George Washington University family as both his daughters attended and graduated from the school. When not assisting his clients, Alan enjoys traveling with his family and participating in community activities. He currently serves on the Board of Directors of Hillel at Drexel University.