Alan Kramer, CFP®

Associate Wealth Advisor

Alan provides holistic financial planning services and is passionate about helping others achieve their goals, regardless of their background. Many of MontVue’s clients achieved their success through grit, determination, and perseverance - guiding principles in Alan’s own life. As a fiduciary, Alan enjoys the responsibility of putting his client’s needs first, always.

Alan completed a Bachelor of Science degree in Psychology and an Associates of Arts in Accounting from Liberty University. He earned his license as an Investment Advisor Representative in 2020 and has held the CERTIFIED FINANCIAL PLANNER™ designation since 2022.

Outside of work Alan enjoys life as a husband and father, traveling, playing a round of disc golf, and running around mountain trails.

Holistic wealth management requires the right fit and chemistry between client and advisor. We offer a complementary initial consultation to get acquainted and explore whether we’re the right firm for you. If you’re ready to schedule a visit, please drop us a line.