Biography

Alan Birsinger — Fiduciary: Financial Advisor.

Editorial illustration of a writing desk with an open ledger, fountain pen, reading lamp, and a window onto Texas hill country at dusk.

Philosophy

"Working in financial services has taught me the importance of developing personal relationships with clients — they are entrusting me with their life savings. I take that responsibility very seriously, and I do my best to always act with integrity, communicate effectively, and treat everyone with the utmost respect."

Work History

  • BoeingSr. Financial Analyst
  • Hewlett PackardFinance Specialist
  • InvescoSr. Manager, Finance
  • Wealth Management GroupFinancial Advisor — current

Products and Services

  • Comprehensive Financial Planning
  • Asset Allocation
  • Lump Sum Distribution Decisions
  • Roth Conversions
  • IRA Rollovers
  • Mutual Funds
  • Fixed & Variable Annuities
  • Qualified Retirement Plans
  • Long-Term Care Insurance
  • Life Insurance
  • Education Funding — 529 Plans
  • Employer Benefit Decisions
Custody & clearing through Charles Schwab & Company.

Professional Qualifications

Education
B.S. — Finance
University of Houston-CL
Education
M.S. — Finance
University of Houston-CL
FINRA registrations
Series 6, 63, 66
CRD #4213860 · View on BrokerCheck ↗
Insurance
Life & Health
Texas Department of Insurance