Alan G. Moore, CLU, ChFC, CLTC, LUTCF, is a Founding Partner at Beyond Asset Management. His role at the firm includes serving as the Client Relationship Manager and as the Small Business Advisor. Alan has worked in the financial services industry for over 32 years, and recently retired as Managing Partner of Innovative Financial Group in order to establish Beyond Asset Management.
Along with his CLU, ChFC, CLTC, and LUTCF designations, Alan also holds his Series 6, 63, 7, 65, and 51 securities licenses. As a fiduciary, he is ethically, personally, and legally committed to putting the needs and goals of his clients first. A financial services veteran, Alan cites helping others strive to reach their goals through relationships, as the most enjoyable aspect of his career.
In his free time, Alan enjoys playing golf, watching Titans football, listening to music, and traveling to the beach. He regularly volunteers his time with the Second Harvest Food Bank and YCAP.