Alan NgRegional Business Consultant
800-347-3539 x 2
Territories: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont
Years in industry: 10
Licenses and Certifications: FINRA Series 7 & 63 licenses, CAIA Fundamentals of Alternative Investments Certificate
Education: University of Minnesota, Economics
Alan Ng has more than 10 years of industry experience. Before joining Flexible Plan Investments, Alan worked as an adviser at Ameriprise Financial. He then transitioned to asset management, spending six years at Deutsche Bank/DWS wholesaling ETFs in the Northeast. He holds the FINRA Series 7 and 63 licenses.
Alan has devoted his career to doing the right thing for his clients and building strong, lasting relationships. He resides outside of Boston and loves spending time with his wife, Lucy, and their son Grayson. He enjoys running, family travel, a good book, and playing golf.
DEDICATED INTERNAL SALES TEAM
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices
Internal Business Consultant248-642-6640 Ext. 158
Jordan has been part of the Flexible Plan team since 2017.
Contact Jordan to schedule a meeting with Alan.
Advisor Administration Manager248-642-6640 Ext. 171
Barb has been part of the Flexible Plan team since 2000.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Manager Client Services248-642-6640 Ext. 131
Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie if you have service or billing questions about your existing client accounts.