Alan Mandeloff, CPA, CFP®, PFS
President
Alan focuses his practice on financial planning and investment advice for businesses and individuals.
Alan is president of Citrin Cooperman Wealth Management, LP. Prior to joining the firm in 2007, Alan served as partner-in-charge of YMSR Advisors, Inc., registered investment advisors, for 8 years. His extensive work offering financial planning and investment advisory services and proven track record in investment counseling have earned him a loyal following. Alan is also a partner of Citrin Cooperman & Company, LLP.
Alan earned his bachelors degree from Temple University. He is a licensed CPA in Pennsylvania, and is a licensed CFP (Certified Financial Planner) and PFS (Personal Financial Specialist). He is a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs.