E. Alan Galinsky, ChFC®
Executive Managing Director, Senior Wealth Advisor, Partner
Alan is Executive Managing Director, Senior Wealth Advisor and Partner where he advises high-net worth clientele and executes the firm’s life guidance and client engagement strategy. Alan also oversees the operations of SlateStone’s two branch offices in Manhasset, New York and Boca Raton, Florida.
Alan has provided investment advisory services since 1989 when he first started his investment planning practice in New York. In 1995, he opened the Boca Raton office and in 1999, co-founded Arch Financial Group, LLC which merged operations with SlateStone Wealth in June 2017.
Alan’s expertise in tax-minimization and financial strategies has enabled him to retain a loyal client base consisting primarily of privately held businesses and high net worth individuals. His abilities have earned him many long-term clients as well as the trust of estate planning attorneys and accountants who often refer him to their clients for financial planning and investment management. Alan believes that the primary goal of a financial advisor is to guide clients toward their lifetime and financial goals in a prudent manner.
Alan graduated cum laude from the Bernard Baruch College in New York. He earned his Chartered Financial Consultant designation from the American College. Having achieved some acclaim in his field, Alan also taught the Financial Planning course for his alma mater. Alan is fluent in Portuguese, Spanish, and Hebrew has earned him an international clientele. Alan is married to his college sweetheart and they are parents of three, and grandparents to a playful grandson. He is an extensive traveler having visited more than 20 countries. In addition, his passions are family time and his dogs. Alan has been involved in multiple charitable causes here and abroad.