Alan C. Kifer

About Alan C. Kifer

Managing Director Registered Financial Consultant

America’s First Retirement Planning Advisor of the Year (2001)

Alan is a 31+ year experienced financial advisor and holds degrees/certificates in all eight special disciplines in financial planning. An internationally-recognized speaker, author and educator, he is the creator of Succeeding at the Business of Retirement.

Main Stage presentations include Harvard Business School and the U.S. Military Academy at West Point along with numerous television segments on Fox, CBS, ABC and NBC.

Alan has completed the Curriculum Requirements for the following:

Additionally, Alan has served as an adjunct faculty member and/or course instructor/moderator for:

The American College (Bryn Mawr, PA): LUTCF Program
City University (Renton, WA) and College for Financial Planning (Denver, CO): CFP® Program
Institute for Senior Studies (Ft. Lauderdale, FL): LTCIS/CSS Programs
Amer. Health Insur. Plans [AHIP], and The Health Insur. Assoc. of America [HIAA] (Wash. D.C.): LTCP Program
Institute for Business and Finance [IBF] (La Jolla, CA): CAS, CSC, CTS, BCE, MSFS Programs

Alan is an honored member of:

The International Association of Registered Financial Consultants (IARFC)
The National Association of Insurance and Financial Advisors (NAIFA)
The Society of Financial Services Professionals (SFSP)
the National Association of Tax Professionals (NATP)
The American Association for LTC Insurance (AALTCI)
The National Council on Aging (NCA)
The American Health Insurance Association (AHIA)
The Veterans of Foreign Wars (VFW)
The American Legion and the Air Force Association (AFA)
The National Social for Financial Awareness (SOFA)
Founding Member of National Ethics Association (NEA)

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