Alan Schoenberger is a comprehensive financial planning investigator. He doesn’t just
dish out canned advice; Alan will dig, research, analyze, and ask questions until he’s
able to solve his client’s financial puzzle. For nearly 30 years, he has helped start-ups
and existing small business owners create and manage their budgets, analyze their
financial data, and plan for the future. Alan’s expertise in financial strategy has been
quoted in articles in US News and World Report and Business Insider. His innate logic, dedication, and
critical thinking skills have unlocked many financial mysteries!
Alan began his career working in accounting and finance, and quickly worked his way
up to Director of Finance, a position he held for 20 years before becoming a Certified
Financial Planner™ in 2010. Alan is also a Certified Plan Fiduciary Advisor (CPFA),
which gives him the expertise to design and manage retirement plans such as 401(k)
plans. He is also a Certified Exit Plan Advisor (CEPA).
Alan is aware of the major impact financial planning has on his clients’ lives today,
and for many years to come, and that is what inspires him to continue educating
people and business owners about their finances, and helping them achieve their
Alan is passionate about giving back to his community. He volunteers with SCORE, a
non-profit organization that helps small business entrepreneurs with education and
mentoring. He also serves the Long Island Chapter of the American Heart Association
and is on the Board of Trustees for the Huntington Public Library Foundation.
In the past, Alan sat as a Board Member and former President of the New York
Chapter of the Financial Planning Association, and a graduate of the Leadership
When he’s not working, Alan can be found exercising, reading, and cheering on the