Broker Check
Alan Lao

Alan graduated from Sacred Heart University in 1999 with a BS in Finance.  He started his financial career as an intern for Merrill Lynch before narrowing his focus on to financial planning with Waddell and Reed in 2000.  

He has an extensive background in the food and beverage industry as his family formerly owned and operated Tokyo Restaurant.  He leverages his specific industry knowledge to provide experienced, custom financial advice tailored for small business owners.   

Alan also enjoys creating new relationships through golf and loves to travel.