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Alan S

Series 63

Suwanee, GA

Berthel, Fisher & Company Financial Services, Inc.

Alan Sabo is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he has worked as an Uber driver. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of platforms, including discretionary and non-discretionary management, model solutions, and third-party arrangements.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Paul B

Series 63, Series 65

Suwanee, GA

Berthel, Fisher & Company Financial Services, Inc.

Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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