Your Goals are KeySterling Financial Strategies, LLC recognizes that your financial goals are key to preparing for the future and living the life you and your family have dreamed about. Choosing the right advisor is the difference between a life of abundance and financial security, or one of uncertainty. Between a good night's sleep and restless one. At Sterling Financial Strategies, we understand the importance and significance of what we do and are honored that our clients entrust their financial well being to us. We fully understand the responsibility given to us and take great pride in that fact. This is why we work so hard, and always in our client’s best interest, to help them achieve their financial dreams. We focus on you, your needs and goals. Our financial planning and investment selections are tailored to fit your unique risk tolerance, business needs and customized investment strategy. In short, our sole focus is to use all of our knowledge, experience, investments and financial planning techniques to help our clients achieve their dreams.
Alan D. Litvak, CHFC®, CFP®
President and Owner
The President and Owner of Sterling Financial Strategies, LLC is Alan D. Litvak, CFP®, ChFC®. Alan chose to leave Morgan Stanley after nine years to join the largest Independent Broker/Dealer in the country (based on total revenues, as reported in Financial Planning magazine, June 1996-2017) LPL Financial, and form Sterling Financial Strategies, LLC.
Alan is an Estate Planning Consultant, and Wealth Advisor.
At Morgan Stanley he was awarded the National Director’s Award multiple times. In addition to his many achievements at Morgan Stanley, he is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Chartered Financial Consultant (ChFC). Alan understands and takes great pride in the responsibility of managing his client’s life savings and to help them fulfill and exceed their financial goals.
Alan’s passions, aside from his love of creating wealth for his clients are his wife and three children, golf, travel and fine wine.