Professional

A former clinical psychologist and family therapist, Allan has over 30 years of experience delivering financial planning services to affluent individuals and families. The core of his practice is to help people recognize and articulate their most fundamental values, dreams and goals. Along with his expert team, Allan then designs, implements and monitors a plan that allows your vision to become a reality.

Education

  • Master of Science degree in Psychology from Indiana State University
  • Bachelor of Arts degree in Psychology from Villanova University

Certifications and Designations

CFP®
CERTIFIED FINANCIAL PLANNER

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

Associations and Memberships

Allan KoswickNAIFA is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

 

 

Allan F Koswick, CLU®, CFP®

Wealth Management Advisor

 

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