Photo of a yacht sailing on the ocean

The Wealth Management Team

Alan Gursky - Snider Financial Group, Inc. Alan Gursky
Case Design Specialist

Alan Gursky was a successfully retired Snider Financial Group client. He decided that he needed something to occupy his talent for numbers and has now joined Snider Financial Group after a long career as a CPA and CFO having worked for many companies including Sharp Business Systems and Burlington Northern Inc. Alan brings his comprehensive knowledge in corporate accounting and finance to help create and contribute toward our client's financial goals. Alan has a commitment to paying attention to details and spending the time necessary to ensure the financial planning process is comprehensive and applicable to each individual client.

Alan enjoys bridge, working outdoors, and traveling to Arizona when the opportunity presents itself. (Usually every winter!)

Complete Wealth Management System

The Wealth Management System is our way of providing you a simple way to track every part of your finances.

  • View all your financial information and records in one place at any time from anywhere in the world.
  • View your latest Net Worth, Balance Sheet, Cash Flow, and other report information instantly.
  • Store your important financial, legal, and personal documents in your own secured Vault.
  • Review a dynamic report of your complete financial picture.