Live the Life You Want, Now.

We believe that building wealth takes time — and that you can enjoy your life while you do it. By making intentional choices with your money, you get to maximize your fulfillment and joy today without sacrificing your future. Now, that’s true wealth.

Our mission at WealthSource is to do what’s best for the client. That philosophy has earned us lifetime bonds with the families we serve.

We are fiduciaries.

Our team is committed to the highest standard of client care under the law. We embrace the legal requirement to act in the best interest of the client and to provide full and fair disclosure of all material facts and conflicts of interest.

We believe in transparency.

An informed client is a smart client. As a fee-based firm, we offer simple, transparent, competitive pricing. This approach is designed to reduce conflicts of interest, align our interests, and put you in the best possible position to succeed. We manage your money as if it were our own. When you win, we win.

We trust in credentials.

Our team includes professionals with various designations. We wear those credentials proudly as a mark of dedication to continued learning, professional excellence, and an ongoing commitment to give the best advice to our clients.

We focus on taxes.

Every year, the federal tax law changes. When it affects you, we act. From business tax advice, to proactive tax planning designed to potentially lower your lifetime tax liability, our team understands that the most important number is always net of tax.

We create bespoke investment solutions.

With an experienced in-house investment team and a dedicated Chief Investment Officer, our approach to investing is sophisticated and personalized. Our job is to make investment decisions that are in your best interest.

We are vocal advocates.

True wealth is built when a trusted advisor works alongside the client — not despite the client. We are firm believers in financial education, priority-setting, and active accountability. Our advocacy is the measure of our investment in you.

Discover the
WealthSource Difference

3255 Old Conejo Road, Suite 110 Thousand Oaks, CA 91320

818-227-2940 Meet Your Advisor

Alan’s mission is to help business owners, entrepreneurs and their families make informed, smart decisions about their assets for security, independence, growth and inter-generational continuity. He employs a collaborative wealth management process, utilizing a professional network geared to a client’s specific and unique needs and works closely with his clients’ key legal and tax advisors. Driving his vision is the realization that business owners are confronted with the difficulty of finding and selecting a financial advisor who can provide comprehensive wealth management services. He believes the key elements of true wealth management include:

  • Wealth Enhancement (business and personal tax coordination and planning);
  • Wealth Protection;
  • Wealth Transfer;
  • Investment Consultation;
  • Relationship Management; and
  • Collaboration (with clients and their advisors).

During his high school years, Alan was a champion swimmer and a second tenor in the choir while working part-time. He volunteered for service in the U.S. Navy immediately after high school; and during his enlistment, achieved the rank of Petty Officer 3rd Class while concurrently working in small local businesses to put himself through college. He graduated from UCLA with a degree in mathematics and was invited to attend the U.S. Navy’s Officer Candidate School in Newport, Rhode Island, thereafter receiving his commission as an officer of the line. He served on amphibious assault ships in the Pacific Fleet, including the USS Duluth (LPD-6), on which he served as an officer in two Vietnam combat campaigns. Released from active duty after the war, he began his career in the estate planning and life insurance industry with a major insurance company, where he received training in estate and business planning, retirement plans and investments for business owners. He was drawn to his calling because his father had died suddenly with no will or estate plan while Alan was away on active military duty, leaving him with the responsibility of caring and providing for his mother, which he did for the next 41 years, and because he admired the entrepreneurial spirit of the small business owners for whom he had worked during college.

Alan started his financial services career in 1974 and he holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and is a member of the life insurance industry’s Million Dollar Round Table.  Alan is married and he and his wife are involved in their community, and their hobbies include classic and vintage cars and travel.

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*Financial Advisor Magazine’s “50 Fastest Growing RIA Firms” ranks firms based solely on their growth in assets from the previous calendar year. WealthSource ranked #23 based on a reported 63% growth in assets from 2018 to 2019. All firms included in the survey must manage at least $400 million in assets.

Financial Advisor Magazine’s “Annual RIA Ranking,” ranks firms based solely on their total year end assets under management as reported to the US Securities and Exchange Commission. WealthSource ranked #284 out of 715 firms. To be included, firms needed to be independent RIAs that perform financial planning as part of their business services.

The Inc. 5000 Fastest-Growing Private Companies list ranks firms based solely on their percentage revenue growth over the last three years. To qualify for this honor, firms must be independent, privately owned, for profit, and based in the U.S. with $2 million or more in revenues in 2019 and $100,000 or more in 2016, with 2019 revenue exceeding 2016 revenue.

The Financial Times 300 Top Registered Investment Advisers list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of its parent company, the Financial Times. RIA firms apply for consideration and are graded on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records. In 2020, 760 RIA firms applied for consideration of which 39% made the final list.

Awards and recognitions by unaffiliated rating services, companies and/or publications should not be construed as indicative of the type of experience a client may have with WealthSource or a guarantee or indication of WealthSource’s future performance. Neither WealthSource’s performance nor its clients’ experiences were considered in determining any of the rankings noted above. WealthSource did not pay any fees or other consideration to apply for or be considered for any of the rankings noted above.