Insights

As an advisor, philanthropist, and corporate executive, Alan Werba has seen the power of careful planning to make financial goals a reality for over four decades. Alan began his career in public accounting working for an international CPA firm and still assists many of his clients in tax planning and preparation. In 1990, Alan and his two business partners developed a strategic asset management service that is still the cornerstone of the investment philosophy used by the firm today. In 1995, he helped co-author a book entitled The Prudent Investor’s Guide to Beating the Market that details this investment philosophy. Alan received a BS in Business Management from the McIntire School of Commerce at the University of Virginia in 1970 and later attended Loyola College in Baltimore, Maryland for accounting classes. He was licensed as a certified public accountant (CPA) in 1974 and earned his certified financial planner (CFP®) credential in 1985. A big believer in giving back to his community, Alan has been actively involved on many non-profit boards, including Big Brothers & Big Sisters of Santa Clara County, the Jewish Federation of Silicon Valley, Congregation Beth David, and Hillel of Silicon Valley. In his free time, Alan is passionate about golfing and travel. Alan and his wife Pat enjoy their primary residence located in Incline Village, NV, but also rent an apartment in San Jose where they enjoy getting together with their daughters and granddaughters.