Alan NgAlan Ng
Regional Business Consultant

800-347-3539 x 2
Cell: 617-510-3865

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


Jordan Roman
Internal Business Consultant
248-642-6640 Ext. 158
sales@flexibleplan.com

Jordan has been part of the Flexible Plan team since 2017.

Contact Jordan to schedule a meeting with Alan.
Barb Valenzuela
Advisor Administration Manager
248-642-6640 Ext. 171
bvalenzuela@flexibleplan.com

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.
Laurie McGuire
Manager Client Services
248-642-6640 Ext. 131
clientservices@flexibleplan.com

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.