Alan Menase, CFP®

Financial Advisor

Alan joined the Mallard team in January 2012. Before joining, 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 earned his Bachelor’s degree from the University of Delaware and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2017.

Alan enjoys listening to clients and providing comprehensive advice that is aligned with their goals and values. He works directly with Mallard clients within the many facets of financial planning, including cash flow management, retirement planning, and tax planning.

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