Alan A. Fatemi, CRPC®

Financial Advisor

Mr. Alan Fatemi started in the financial service industry in 2005. He is a retired Engineer and was the president of engineers’ investment club for number of years. He began his career in the financial services industry with a goal of helping individuals, families and business owners invest and preserve invest and manage their wealth through comprehensive financial planning

Mr. Alan Fatemi runs a financial planning practice in Boston. He holds his General Securities Representative (Series 7) registration with LPL Financial and Uniform Combined State Law Examination (Series 66) securities registration with both LPL Financial and Flagship Harbor Advisors and he is Charter Retirement Planning Counselor (CRPC). He works individually with clients to develop a plan and keep them on track towards the goals that are important to them. Whether it’s a good education for their children, a comfortable retirement, or protection for their families, Alan guides them in the decisions that they need to be making at every stage of life, all the while keeping their best interests at heart.

“My clients are busy, successful individual or business owner; I help them maintain their financial focus so that they remain confident about their family’s future”, says Alan

Areas of Focus include:

  • Cash flow, Budgeting and Cash Management
  • Protection and Risk Planning
  • Executive Compensation and Benefits Planning
  • Investment and Asset Management
  • Tax Planning
  • Retirement Planning and Income Strategies
  • Estate Planning
  • Small Business Planning

Prior to running his financial planning practice, Mr. Fatemi worked as Sr. Electrical Engineer for the commercial and military companies for 20 years as an individual contributor and a project manage.

Mr. Fatemi Graduated from University of Maryland with a B.S. in Electrical Engineering and earned the CRPC designation through the College for Financial Planning. Mr. Fatemi was recognized 2015 Five Star Professional “as seen in Boston Magazine”. *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers. The award does not evaluate quality of services provided to clients; once awarded, wealth managers may purchase additional profile ad space or promotional products; and wealth managers may or may not use discretion in their practice and therefore may not manage their clients assets.

Mr. Fatemi lives in Stoneham with his wife Ladan and two young children Mehrob and Shaudi. His two older children Stephen and Teresa are professional and productive member of society. Mr. Fatemi continue giving back to the community. In addition to coaching youth boys and girls soccer and Boy Scout mentoring he is participating in Everybody Wins of Boston and Juvenile Diabe

Phone (617) 848-8223
Fax (617) 224-0870
Mobile Phone (781) 799-1351