Alan A. Costa, CLU, ChFC

Founder of Harpeth Financial Group, Alan Costa has the ability to provide high-net-worth individuals, retirees, business owners and professionals with comprehensive, objective, personalized financial services.

"We emphasize personalized service," Alan says,"because each client is best served by strategies customized for his or her uniques needs. Providing comprehensive services enables us to assist clients with all aspects of their financial life, develop strategies to address the needs of each aspect, and weave the strategies into an integrated plan so all aspects work together efficiently."

Alan's ability to assist clients stems from experience, and education.  A financial professional since 1970, he has gained the kind of in-depth knowledge that can only come from over four decades of experience. His education encompasses a B.S. in Finance from the University of Virginia, as well as designations of Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).  Earning the designations required advanced coursework in a broad range of subjects, from tax, retirement and estate planning to investments and risk management.

An Eagle Scout and former Naval Officer, he is married with four grown children.