Alan Wesenberg
Financial Advisor at First Command Financial Services, Inc.
- Role
- Financial Advisor at First Command Financial Services, Inc.
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Alan Wesenberg
I joined First Command Financial Services in July 2014. I hold Series 6, 7, 63, and 65 securities licenses plus state life and health insurance licenses for Alaska, Colorado, Florida, Maine, Massachusetts, Montana, New Mexico, New York, Oklahoma, Texas, Utah, Virginia, and Washington.As a First Command Financial Advisor, I am committed to helping clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family I serve. My areas of focus include- Comprehensive financial planning - Investment strategies - Retirement income planning - Education funding solutions - Asset allocation and management - Insurance solutions and risk management With 20 years experience as an Air Force officer and leader of Airman, I understand the importance of coaching and I apply that understanding in coaching clients toward productive, lifelong financial habits.Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here:
Experience
Financial Advisor
First Command Financial Services, Inc.
Jul 2014 — Present · Colorado Springs, CO, US
Comprehensive Financial PlanningCoaching Those Who Serve in Their Pursuit of Financial Security
Education
University of Colorado Boulder
Master of Science (MS), Aerospace Engineering
1994 — 1995
United States Air Force Academy
Bachelor of Science (BS), Aeronautical Engineering
1990 — 1994
US Army Command and General Staff College
Command and General Staff Officer Course
2007 — 2007
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