Alan Goldfarb

Senior Wealth Advisor

“An accomplished financial advisor is committed to excellence and uncompromised professionalism. He or she is always attuned to the needs and goals of the client. This great sensitivity is the element which separates the acceptable advisor from the exceptional advisor.”

Alan Goldfarb has been recognized as a leader in the financial counseling industry since the early 1970’s. His background includes extensive experience in investments, employee benefits, and estate planning, coupled with leadership roles in professional and civic organizations. He also served as the Program Director at The University of Dallas’s MBA in Personal Finance and is Former Chair of the Certified Financial Planners (CFP) Board of Directors.

He has been named Top Financial Advisor by “Worth” magazine for five consecutive years, and Best Financial Planner and Wealth Manager in Dallas by “D” magazine. He is also listed in Marquis’ Who’s Who in Finance and Industry and has served as National Vice Chairman of Planned Giving for the American Heart Association.

Alan is a teacher in every sense of the word, from the mentorship of his team members, to his adjunct professorship at The University of Dallas, and “Investing 101” sessions that he offers to children and grandchildren of his clients. Alan cares deeply about his clients and takes great care to help them problem solve and connect them with appropriate resources and information.

He is a published author and former financial columnist for the Park Cities News and avid theater goer who has served on the Board of Directors of the Dallas Summer Musicals as Treasurer of the DSM Guild. Additionally, Alan is a devoted father, grandfather and husband of wife Terry for 51 years and an amateur photographer who finds daily comic relief through syndicated cartoons and strips.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.