Alan Nastali, CPA/PFS, CFP®
Registered Representative | Investment Adviser Representative | President
Alan S. Nastali, CPA/PFS, CFP® is President of Nastali Financial Services, Ltd. – a comprehensive financial services firm committed to clients living their best financial lives. With a vast knowledge base, strong integrity, and years of experience with devoted clients, he specializes in the financial needs of Executives and Entrepreneurs while they work towards pursuing their goals.
Alan is a professional that will recognize your needs while helping you pursue your wants. Since 1998, he has been dedicated to giving clients confidence in their financial lives by educating and working diligently to help them develop, understand, and implement financial plans that center around their goals. To best serve his clients, Alan maintains CPA/PFS, and CFP® credentials which provides him with a unique advantage to applying tax-focused financial strategies that build, manage, and preserve his clients’ wealth.
Always an outdoor enthusiast, Alan enjoys traveling, hiking, golfing, scuba diving, and spending time with his family. His passion for nature and the outdoors has led to his support for Citizen Science’s involvement with the Marine Megafauna Foundation. When he is unable to get outside, you can find him collecting miles on his Peloton bike or wines for his Eurocave. Alan’s favorite beverages are coffee and wine: coffee for when he’s hard at work helping clients and wine for unwinding when the day’s work is done. Alan resides in Darien, Illinois with his wife and three children.
Favorite line from his favorite movie: “I’ve got a bad feeling about this.” - Star Wars
While most of Alan’s clients reside in the Chicagoland area, he also has clients that span the country – from California to New York, Wisconsin to Texas, and even Puerto Rico. Alan’s diverse group of clients are a true testament to his exceptional skill of building long-term client relationships as well as his commitment to understanding and appreciating their needs.
Education and Certifications:
PFS - Personal Financial Specialist
CFP - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant
BAC in Accounting - University of Illinois at Chicago
FINRA Registrations & Insurance Licenses:
Series 6, Series 7, Series 62, Series 63, and Series 65
Life Insurance, Health Insurance, Variable, Long Term Care, Property & Casualty
1998 to Present: Financial Adviser, Cetera Financial Specialists LLC
1998 to Present: President, Nastali Financial Services, Ltd.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.