Alan Hensley, CFP®

Associate Wealth Advisor

Alan is a Certified Financial Planner™  with a bachelor’s degree in Economics from University of Washington.  He loves coming to work every day because it’s his job to help people create a financial plan so they can find more time to enjoy life.  Taking the responsibility of retirement planning off his client’s shoulders is something he takes very seriously.

Alan has been an advisor since 2007, and one of his favorite quotes is, “If you fail to plan, you are planning to fail.” Having peace of mind during your retirement years can be achieved with a well constructed plan.  He has experience helping people navigate different pension plans, Social Security, retirement plans, stock options, RSUs and the complexities of cash-flow planning.

Alan is originally from Puyallup, WA and he loves everything about the Pacific Northwest.  Currently, Alan, his wife and their two daughters call Bonney Lake home.

When Not Working

• Hiking
• Skiing
• Learning to golf
• Taking photos of Mt. Rainier
• Watching his daughter’s soccer games

Education

• BA in Economics from University of Washington
• Certified Financial Planner™