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Alan Tofig

Alan M. Tofig, CFP®
Wealth Advisor Truist Bank

150 S Warner Rd

King Of Prussia, PA 19406-2805

Alan.Tofig@truist.com

Phone 610-263-8680

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About me

Background

Alan Tofig, CFP® is a Wealth Advisor for Truist Bank in the Greater Delaware Valley Region.  Alan’s career in the financial services industry spans over 25 years. Leveraging his extensive knowledge and experience in the areas of financial, estate, insurance and investment planning, Alan and his partners take a holistic approach to addressing a client’s financial needs and concerns. Prior to being in the Financial Services industry, he was a history teacher and counselor in Connecticut.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA - Governments
St. Lawrence University 1983

Personal Interests

Outside of work, Alan is a musician and an avid runner. He and his wife, Carrie, are long term residents of Bucks County, PA. They have two adult daughters and very rambunctious West Highland Terrier named Ollie.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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