Alan Spiegelman

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Alan Spiegelman, CLU®, ChFC®, AEP®
Wealth Management Advisor

111 Sutter St Ste 1800
San Francisco, CA 94104-4541

Phone: 415-733-6592

Fax: 415-733-6554

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Business Purpose Statement

The purpose of our business is to help busy, successful people organize their financial affairs and plan for their financial future. We work in the areas of investments, estate planning, life and disability insurance, long-term care insurance, and retirement planning.

We have a highly structured, disciplined approach to financial planning. With respect to investments, we spend a significant amount of time discussing our clients’ financial goals and objectives, risk tolerance, and time horizon to develop a well managed, tailored plan that meets their needs. After setting an initial asset allocation, we review their current investment portfolio and recommend any appropriate changes that we feel are in their best interest. We then get into implementation, and monitor their investments to be sure that they continue to be in line with our original objectives. We meet frequently with our clients to reassess their financial goals and objectives, and to review their financial programs. I have a highly skilled and well-credentialed support staff of professionals, who assist me in helping our clients achieve their goal of financial security.

Our business is focused on providing a superior level of highly professional advice to our clients as well as providing excellent, personalized service. In addition to the areas mentioned above, we often consult with our clients on a variety of issues that involve their long range financial planning. We like to think of ourselves as lifetime financial consultants who are on call to assist our clients in any way that we can to help them reach their financial goals. 

A Message from Alan Spiegelman 

In these turbulent economic times, many people are looking for someone to guide them through unchartered financial waters. Our clients appreciate three things from us –

  • our long range perspective on investments and financial planning issues
  • our unparallel commitment to providing our clients with a superior level of service and advice
  • our availability and accessibility on a daily basis to assist them in building and making a secure financial future

 

 

 

The Alan Spiegelman Team

 

 

 

 

2007 Northwestern Mutual Annual Report spotlights Alan Spiegelman

Alan his clients, Barry and Jackie Posner, were chosen to be featured in the 2007 Northwestern Mutual Annual Report.  Learn More.

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