Alan joined the Los Angeles office of LourdMurray in 2024. As an Associate Wealth Manager, Alan is responsible for creating and running financial plans, analyzing investments, supporting the Wealth Managers and Senior Wealth Managers with all presentation and operational needs, and identifying planning opportunities and obstructions while channeling them upward to the senior members of the team. His financial services career began in 2019 while at RS Crum as an intern getting a sense of financial planning outside of the classroom. In 2020 he started his second internship at McCarthy meeting with clients and learning further about building out the full plans for the clients. After he gradu