Alan Z. Kramer, CFP^®

Alan is a long-tenured member of the MontVue team and a key contributor to the firm’s holistic, client-first approach to wealth management. He provides comprehensive financial planning services and brings deep institutional knowledge that supports continuity, stability, and the long-term client experience MontVue is built on as the firm continues to grow and evolve.

Alan’s work is grounded in the same values that define many of MontVue’s clients—and the firm itself—grit, determination, and perseverance. As a fiduciary, he takes seriously the responsibility of always putting clients’ needs first while upholding the standards and culture that will carry the firm forward. His steady presence, thoughtful perspective, and commitment to MontVue’s planning philosophy help reinforce a consistent approach for today’s clients and future generations.

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