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Alan Sylvestre, CFP, CRPC
Financial Advisor
Email Address
Alan.Sylvestre@wellsfargoadvisors.comPhone Number
(860) 572-2885Toll Free
(800) 677-7011Alan is a CERTIFIED FINANCIAL PLANNER® certificant and has also earned the Chartered Retirement Planning Counselor SM designation. For almost 30 years, Alan has led the Legacy 7 Financial Group of Wells Fargo Advisors with detailed-orientated processes to better meet our client’s changing needs. This includes multi-generational wealth planning, advanced elder care and special needs planning. He views our team as a human service provider first, with our collective goal of helping families better their lives. Alan lives in Stonington, CT with his wife of 25 years, Tanya, and their two children. He and Tanya founded, “Inclusion – A Sylvestre Foundation” and are working on “Project 101” building a center to support individuals with disabilities. Please visit our website to learn more: www.legacy7financial.com
Certificates
CFP, CRPC
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