Alan Glassey, ChFC®
LPL Financial Planner
Alan Glassey, a Financial Planner with over three decades of experience. Al began his career after graduating from Drexel University, gaining expertise in investment and estate planning for individuals and small business owners while working at Price Waterhouse Coopers. He later joined Alco Standard Corporation, providing tax research and compliance support for its $2.5 billion subsidiary, Paper Corporation of America. In 1989, Alan founded his own financial planning practice and is affiliated with LPL Financial.
Areas of Expertise
- Business Owner Exit and Succession Planning
- Retirement Planning
- Estate Planning Strategies
- Wealth Management
- Long Term Care Planning
Personal Information
Alan and his family reside in Chester County, Pennsylvania. Al and his wife Patti, have a flower and vegetable farm located in Elverson, PA.
Professional Involvement
Alan has served as a Director and Officer on the Board of the Philadelphia Chapter of the National Association of Accountants and has been involved with the Chester County Chamber of Business and Industry.
Community Involvement
Alan and his wife donate flowers and vegetables grown on their farm to local organizations in Chester County. Alan has also served as Assistant Scoutmaster for BSA Troop 55 in West Chester, PA.
Certifications
- FINRA Registrations: Series 7, 24, 63 and 65 held through LPL Financial
- Life and Health Insurance Licensed
- LPL Investment Advisor Representative (IAR)
- Charter Financial Consultant (ChFC)
Education
- Bachelors of Science, James Madison University