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Alan E
CFP®, Series 65
North Yarmouth, ME
Able Money LLC
Alan Eskandari is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Harvest Asset Group, LLC from 2015 to 2022 and has been with Able Money LLC since 2021. Able Money LLC provides integrated financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm emphasizes diversified, asset-allocation driven portfolios using passive ETFs and no-load mutual funds, values-based investing, and planning for retirement transitions.
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