Wealth Advisor, CFP®
Alan joined the Merriman team in February 2016. He graduated from the University of Washington with a bachelor’s degree in Economics in 2006, and previously worked as a Financial Advisor at a local Seattle credit union.
Alan is proud to call the Pacific Northwest home. He is originally from Puyallup and he has lived in Seattle since 2002. In his free time he enjoys hiking, skiing and spending time with his wife and daughter
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.