Alan Menase, CFP®

Associate Financial Advisor

Alan joined the Mallard team in January 2012. He grew up in Rockville, Maryland, earned a Bachelor’s degree from the University of Delaware, and obtained his CERTIFIED FINANCIAL PLANNER certification in 2017.

Alan participates in client and prospect meetings and works with the financial planning division to provide various financial planning services to Mallard’s clients.

Alan was one of the initial committee members of NAPFA Genesis, a networking group for aspiring fee-only financial planners who are 33 years old and younger. Currently, Alan is an affiliate member of NAPFA, a national fee-only organization.

Alan lives in Newark, Delaware. He enjoys rooting for the White Sox and taking scenic hikes.