Alan Ioffredo
Founder & Principal at Alena Wealth Llc
Based in Lexington, United States
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Seniority
C-Team
Department
General Business & Management
Location
Lexington
Industry
Financial Services
Company size
2
Contact information
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a•••••••@alenawealth.com
Phone
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Background
About Alan Ioffredo
My partner and I cofounded ALENA Wealth in 2008 to deliver fee-based financial planning advice within a caring environment. My role is a simple one - help our clients better prepare and cope with the certainty and uncertainty. I respect our clients' stories and learning about their values and resources so that I can offer guidance within an often noisy world. For a list of states in which I'm registered, visit my website at Securities and Advisory Services are offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See website Info’ section above. Financial Planning is offered through ALENA Wealth, LLC, a registered investment advisor and separate entity from LPL Financial. Third Party posts found on this profile do not reflect the views of ALENA Wealth, LLC or LPL Financial and have not been reviewed for accuracy or completeness.
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