Alan Goodman

Alan Goodman took an unconventional path in his financial services career. A long-time student of the markets, Alan began investing while serving more than 20 years in the tech industry. He discovered that he could combine his love of investing with his dedication for helping others achieve their goals. In 2013, Alan decided it was time to turn his passion into a profession.

Although he is still fond of his home state of New Jersey, Alan left the East Coast in 1993 to pursue a new lifestyle that allowed him to enjoy the natural beauty and pristine skiing found in Colorado. He now serves a diverse group of clients such as retirees, executives, educators, and entrepreneurs near his Colorado home.

Specializing in Retirement Income Planning, Alan enjoys helping clients down the path to retirement. He places an emphasis on the importance of communication, especially when helping clients navigate market volatility.

Alan's client-first philosophy was a driving force behind the decision to join WealthSource. He quickly realized that the robust platform, paired with access to a highly-skilled investment team, could enable him to further enhance the services he provides his clientele.