Broker Check
Alan Nastali, CPA, CFP®

Alan Nastali, CPA, CFP®

Registered Representative | Investment Adviser Representative | President

A professional that understands your financial needs. Since 1998, Alan has been dedicated to helping clients build, manage, and preserve wealth. From investment planning to tax planning, he offers the unique advantage of designing personalized strategies to help clients build their best financial life. Alan prides himself on providing exceptional investment and planning services by building and maintaining long-term relationships.  This is accomplished through proactive communication to review and adapt to your changing situation as well as that of the market.

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 involvement with the Marine Megafauna Foundation. When he is unable to get outside you can find him collecting miles on his Peloton bike. 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…a testament to his exceptional customer service and commitment to helping clients achieve their financial goals.

 

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.

My Areas of Service

Investments

Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services, ESG Investing

Retirement Planning

IRAs, 401(k) Plans, Pension/Profit Sharing Plans

Insurance Planning

Fixed and Variable Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Variable Annuities

Estate Planning

Insurance Needs Analysis, Business Ownership Succession Plans, Charitable Remainder Trusts

Education Planning & 529 Plans

General Financial Planning and Goal Setting

General Accounting & Tax Services

My Service Philosophy

I am dedicated to helping you achieve your financial relationships for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.

FINRA Registrations & Insurance Licenses & Education

Series 6, Series7, Series 62, Series 63, and Series 65, Life Insurance, Health Insurance, Variable, Long Term Care, Property & Casualty

Educational Background and Professional/Employment History

University of Illinois at Chicago Bachelors Degree: Accounting 1998

1998 to Present: Financial Adviser, Cetera Financial Specialists LLC
1998 to Present: President, Nastali Financial Services, Ltd.