||Alan J. Schryer, CFP®, CPA, MBA
President and CEO
Alan is the founder and president of Noble Wealth Management, which serves several hundred clients. Alan has integrated his education and experience in several disciplines to provide perspective, insight and strategic financial advice to help clients meet their financial goals.
Alan has been a certified public accountant since 1980 and has worked for industry leaders such as Kenneth Leventhal & Co., the preeminent real estate tax and financial consulting firm. He has also held executive level positions with a division of Public Storage, the largest self-storage real estate company in the country, and with a division of Aegon insurance company, one of the largest insurance firms in the world.
Throughout his career in public accounting, Alan has provided professional services to many firms in the financial services and real estate industries, as well as to individual clients.
Alan holds a B.B.A. degree in Business- Accounting, an MBA degree, is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), a NASD registered representative and holds a California real estate broker license and a California insurance license.
Advisory services offered through Noble Wealth Management, Inc., a Registered Investment Advisor.
CA Ins License #0B90919
A.J. has been in the financial planning profession for over 29 years. He started as a teenager with a prominent firm in Philadelphia. AJ apprenticed under one of the top financial planners in the country according to several national publications in the 80's and 90's. In 2003, AJ became a Certified Financial Planner.
Since moving to California, AJ continued his work in financial and estate planning and increased his skills in working with high net worth clients with complex estates. AJ enjoys learning each client's core values and goals and helps them find the strategy that is best fitted for their situation.
As a fiduciary, AJ is able to consider all aspects of a clients situation in order to make recommendations that are in harmony with their financial plan, their goals, and their core values.
Along with his wife Lisa, AJ lives in Huntington Beach raising 3 children. He enjoys coaching youth sports, and of course, hoping this is the year a Philadelphia sports teams wins it all!!
Advisory services offered through Noble Wealth Management, Inc., a Registered Investment Advisor. Securities offered through Foothill Securities, Inc. Noble Wealth Managament and Foothill Securities are not related.
CA Insurance License #0F06058