Alan Shectman

Credentials:
  • CLU®
  • ChFC®
  • MBA
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Background and Qualifications

  • Alan has worked as an advisor in the financial services industry since 1987, following several years in the corporate world of finance and accounting with Ford Motor Company, Playtex Corporation, and Alcoa.
  • Bachelor’s degrees in Psychology and Biology, The Pennsylvania State University, University Park, PA
  • Masters of Business Administration degree, Financial Management, Drexel University, Philadelphia, PA
  • Life Underwriting Training Council Fellow (LUTCF), The American College, Bryn Mawr, PA
  • Certified Life Underwriter (CLU), The American College, Bryn Mawr, PA
  • Chartered Financial Consultant (CLU), The American College, Bryn Mawr, PA
  • Registered Investment Advisor (RIA)
  • LEAP (Lifetime Economic Acceleration Process) licensee
  • FINRA Series 6, 63, and 65

Personal

  • Native of Philadelphia, PA area
  • Has lived in Georgia since 1982
  • Married to Merle Lubeck Shectman since 1975
  • 2 Children - Lisa Guggenheim and Sheryl Shectman
  • 2 Grandchildren - Joey and Brooke Guggenheim
  • Member of the National and Atlanta Associations of Financial and Insurance Advisors (NAIFA and AAIFA)
  • Member of Powercore networking group, Atlanta, GA
  • Member of Indian Hills Country Club, Marietta, GA
  • Former board member of the Marcus Jewish Community Center of Atlanta
  • Former board member of Congregation Etz Chaim, Marietta, GA
  • Hobbies include golf, tennis, basketball, and softball

See Alan’s Licenses and Disclosures

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The Piedmont Group of Atlanta, LLC

Main Office

1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338

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CRN201912-180567