Alan Bender, AIF®
Wealth Management Director
Irvine and Santa Monica
License: CA #0E11625
Alan Bender is an experienced and knowledgeable financial advisor, ready to work with you to help you and your family’s financial future. Helping both individuals and businesses with professional guidance has been Alan’s passion since the beginning of his career in financial planning. Understanding that each individual’s circumstances in life are different has shown Alan the value of taking a custom-tailored approach to each client’s financial plan.
Although individual and family planning is an important core part of Alan’s practice, Alan also works very closely with businesses and high-net worth individuals. Coming from a background of business owners like his grandfather and father, facilitating advanced planning models that appropriately fit the complex needs of running a business or managing high-net worth accounts comes very naturally to Alan.
“The most rewarding day of my career was not getting a license or closing a big deal, but it was the day that I was able to tell my father that he could retire earlier than he had planned. To be able to give that back to him after he gave me his trust, which took a while, was the most fulfilling experience.”
After graduating Cal State University, Fullerton with a Bachelor’s Degree in Business Alan began his career in financial advisement with Royal Alliance Associates in Orange, CA. After working with Royal Alliance and practicing his skills in comprehensive individual/ family planning Alan became interested in an advanced comprehensive approach to financial planning while maintaining an independent model. Alan sought a firm that would better suit his need to grow these skills and eventually found a home with Precision Wealth.
Alan became affiliated with Precision Wealth in June of 2004. Over the past 15 years, he has worked with more than 200 clients to help them choose, implement, and manage investment plans. As a financial advisor, Alan‘s main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change. Alan is passionate about his profession, he will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. He will always help his clients achieve excellence in their lives.
Alan has quickly asserted himself at Precision Wealth and was promoted 3 times within his first 2 years and is now a Senior Associate. This is the highest level of achievement at our firm. Alan continues to receive numerous awards including an award given by Precision Wealth which named him Top Producer of the firm as well as an award for Advanced Achievement. Alan looks forward to being your advisor and professional resource as you build your portfolio of investments.
Alan has achieved the following licenses:
AIF® Designation (Accredited Investment Fiduciary®)
Series 6 – Investment Company Products
Series 7 – General Securities
Series 63 – Uniform Securities State Law
Series 66 Registered Investment Advisor
California Life & Health #0E11625