“Alan is a thoughtful, sincere and hard-working professional. Throughout his internship at Weber Shandwick he took on many leadership roles and initiated the on-boarding and training of fellow interns. Alan excels at communication and cares about the success of his business. Alan is a great pleasure to work with and an integral team member.”
Alan R. Menase, CFP®
Newark, Delaware, United States
359 followers
359 connections
Newark, Delaware, United States
359 followers
359 connections
About
As a High Net Worth Financial Advisor at Vanguard, Alan helps clients achieve their…
Activity
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Are you conscious about the location of your investments by asset class? Asset location can help lead to lower taxes. Here’s how to get more value.…
Are you conscious about the location of your investments by asset class? Asset location can help lead to lower taxes. Here’s how to get more value.…
Liked by Alan R. Menase, CFP®
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From customer service to new client needs, Salim Ramji, the new CEO of Vanguard, answers 10 questions from columnist Allan Roth addressing his future…
From customer service to new client needs, Salim Ramji, the new CEO of Vanguard, answers 10 questions from columnist Allan Roth addressing his future…
Liked by Alan R. Menase, CFP®
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In its new Final Regulations issued on July 18, 2024, the IRS has confirmed the requirement for Non-Designated Beneficiaries to take RMDs annually…
In its new Final Regulations issued on July 18, 2024, the IRS has confirmed the requirement for Non-Designated Beneficiaries to take RMDs annually…
Liked by Alan R. Menase, CFP®
Experience
Education
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Northwestern University
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Activities and Societies: Student Affiliate at NAPFA. Attended NAPFA National in 2010. Assisted with Money Bus Chicago. Attended local study group meetings in Chicago and in the DC metropolitan area.
Completed the required courses in order to to sit for the CFP(R) exam: Intro to Financial Planning, Insurance, Investments, Income Tax, Retirement and Employee Benefits, Estate Planning and Case Studies.
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Activities and Societies: I studied abroad in Rome during the spring of 2002.
Licenses & Certifications
Recommendations received
1 person has recommended Alan R.
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What sets Vanguard apart is its partnership with clients—as the only client-owned investment company, we succeed when our clients succeed. Each year…
What sets Vanguard apart is its partnership with clients—as the only client-owned investment company, we succeed when our clients succeed. Each year…
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Thanks CNBC for allowing me to preview the ECB's decision later today. Key takeaways and a snapshot of the interview below. 💶 The…
Thanks CNBC for allowing me to preview the ECB's decision later today. Key takeaways and a snapshot of the interview below. 💶 The…
Liked by Alan R. Menase, CFP®
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Technology is transforming our client experience at Vanguard, helping make all of our clients better investors. Thanks to my colleagues Gregory…
Technology is transforming our client experience at Vanguard, helping make all of our clients better investors. Thanks to my colleagues Gregory…
Liked by Alan R. Menase, CFP®
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As many advicers have experienced, a client who might claim that they can tolerate a high level of risk may, in fact, behave quite differently during…
As many advicers have experienced, a client who might claim that they can tolerate a high level of risk may, in fact, behave quite differently during…
Liked by Alan R. Menase, CFP®
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Today marks the one year anniversary of my retirement as an attorney. Since then I've joined the Board of Advisors of SEDA Experts, traveled a lot…
Today marks the one year anniversary of my retirement as an attorney. Since then I've joined the Board of Advisors of SEDA Experts, traveled a lot…
Liked by Alan R. Menase, CFP®
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Overweighting cash may have worked in the past, but it may not work so well in the future. Despite cash currently yielding more than the U.S…
Overweighting cash may have worked in the past, but it may not work so well in the future. Despite cash currently yielding more than the U.S…
Liked by Alan R. Menase, CFP®
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I am happy to announce that I just completed the Mosaic Executive Shadow Program through the Mosaic ERG at Alteryx. Here are some things that I…
I am happy to announce that I just completed the Mosaic Executive Shadow Program through the Mosaic ERG at Alteryx. Here are some things that I…
Liked by Alan R. Menase, CFP®
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I'm pleased to announce that I have successfully obtained the Certified Financial Planner™ designation and am now a CFP® Professional! This…
I'm pleased to announce that I have successfully obtained the Certified Financial Planner™ designation and am now a CFP® Professional! This…
Liked by Alan R. Menase, CFP®
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It was exciting to learn that my blog post on actively managed bonds was featured a few weeks ago! Our team writes a new portfolio perspectives piece…
It was exciting to learn that my blog post on actively managed bonds was featured a few weeks ago! Our team writes a new portfolio perspectives piece…
Liked by Alan R. Menase, CFP®
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