Alan began his professional career in 1969, providing fee only financial services and customized financial planning services as a financial professional, a CPA, and as a Founder of Financial Management Associates, LLC; a Registered Investment Advisory Firm.

Alan has a Bachelor of Science Degree in accounting, finance, and business. He has done graduate work in taxation, and continually participates in ongoing accredited continuing education covering investments, financial planning, finance, accounting, business, and taxation.

Alan is a Certified Public Accountant.

Since 1969, Alan has provided professionals services to:

• Individuals
• Families
• Closely held businesses
• Estates and trusts
• Retirement plan sponsors
• Nonprofit organizations
• Endowments
• Other Professionals

Affiliations

• A Member since 1989 of the Financial Planning Association^® (FPA)
• A Member since 1979 of the American Institute of Certified Public Accountants (AICPA)
• A Member since 1979 of the Massachusetts Institute of Certified Public Accountants (MSCPA)

Personal

Alan is an accomplished Martial Artist and has studied classical Okinawan Karate since 1976 and has attained the rank of fourth-degree black belt.

Alan and his wife, Rebecca, have traveled extensively throughout Asia, including Hong Kong, Mainland China, and Thailand.

Contact Information:

Financial Management Associates, LLC
471 Andover Street
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948

E-Mail: alan.kenney@fmallc.com