Job title: Planning Advisor
Certifications: CERTIFIED FINANCIAL PLANNER™ (CFP®); Juris Doctor
His role: He heads the firm’s operations and works one-on-one with the firm’s clients
Fun fact: Before moving to Maine, he and his family traveled extensively throughout the United States – tenting, hiking almost every day, and exploring countless quiet towns, busy cities, and national and state parks.
Alan Eskandari is the planning advisor at Harvest Asset Group where he is responsible for leading the firm’s operations. On a mission to help families achieve financial independence, he is focused on building long-term relationships and developing customized strategies that help physicians and pre-retirees reach their goals.
Prior to taking on his role at Harvest Asset Group, Alan practiced law at a global firm with offices in Washington, DC and New York. He leverages his experience as a corporate lawyer to find creative solutions that help his clients take control of their complex financial situations so they can live out their life’s passions.
He completed his CFP® requirements through New York University and holds a Juris Doctor from Georgetown University Law Center. He also has a Bachelor of Science Degree from the University of Colorado, Boulder.
Alan lives in the Portland, Maine area with his wife and two children.