Alan Gottlob
President at Pine Valley Private Wealth | Cherry Hill, New Jersey, United States
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As President of Pine Valley Private Wealth, Alan Gottlob brings over two decades of expertise in private wealth management, specializing in the intricate needs of high-net-worth clients. Under his leadership since 2001, Pine Valley has cultivated a reputation for its meticulous approach to wealth risk management, akin to skilled landmine detectors that identify and mitigate unrecognized financial threats. Alan's commitment to excellence is evident in the firm's comprehensive audits of wills, trusts, and business charters, ensuring that every aspect of a client's financial landscape is fortified against potential pitfalls.
Alan’s strategic vision is particularly focused on developing smart, tax-efficient strategies tailored for high-net-worth business owners and their families. He understands that closely held family businesses often represent a significant portion of a client's net worth, and he is dedicated to providing solutions that not only protect but also enhance this wealth. His expertise spans a wide array of financial disciplines, including business planning, strategic financial planning, and venture capital, allowing him to offer holistic guidance that aligns with clients' long-term goals.
Key projects under Alan's stewardship include the implementation of innovative investment strategies that leverage market opportunities while minimizing risk exposure. His team excels in crafting personalized retirement plans that address the unique challenges faced by affluent families, ensuring a secure financial future. With a keen eye for detail and a proactive approach to wealth management, Alan Gottlob continues to lead Pine Valley Private Wealth in delivering exceptional service and unparalleled results for its discerning clientele.
President at Pine Valley Private Wealth in January 2001 to Present
Senior Vice President at Ethos Financial Group, LLC in January 2024 to Present
Vice President, Private Clients at Merrill Lynch in January 2011 to January 2013
Senior Managing Director at Mesirow Financial in January 1994 to January 2000
Senior Vice President, Technical Services at Mid-Atlantic Companies Ltd. in January 1988 to January 1994
Financial Controller at Coyne Chemical in January 1982 to January 1988
Computer Conversion Specialist at SEI in January 1980 to January 1982
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Business Planning
Estate Planning
Finance
Financial Advisory
Insurance
Investments
Management
Retirement
Retirement Planning
Small Business
Strategic Financial Planning
Strategic Planning
Venture Capital
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Discover more about Pine Valley Private WealthWhat is Alan Gottlob email address?
Email Alan Gottlob at [email protected]. This email is the most updated Alan Gottlob email found in 2026.
How to contact Alan Gottlob?
To contact Alan Gottlob send an email to [email protected]. (updated on October 29, 2024)
What company does Alan Gottlob work for?
Alan Gottlob works for Pine Valley Private Wealth
What is Alan Gottlob's role at Pine Valley Private Wealth?
Alan Gottlob is President
What is Alan Gottlob's Phone Number?
Alan Gottlob's phone (201) ***-*311
What industry does Alan Gottlob work in?
Alan Gottlob works in the Financial Services industry.
Alan Gottlob Email Addresses
Alan Gottlob Phone Numbers
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