Alan Mandeloff, CPA/ PFS, CFP
Alan Mandeloff is a partner with more than 35 years of experience providing tax, financial planning, and investment advisory services to businesses and high net worth individuals. He works with an array of clients, with an emphasis on the financial services and real estate industries.
Prior to joining Citrin Cooperman, Alan served for eight years as partner-in-charge of the investment advisory firm YMSR Advisors, Inc., which joined Citrin Cooperman in 2007 to form Citrin Cooperman Wealth Management LP (CCWM). Alan was instrumental in bringing this specialized range of wealth management services to the firm’s clients.
His extensive work in offering financial planning and investment advisory services, and his proven track record in investment counseling, complemented by his tax and accounting experience, have earned Alan a loyal following.
Presentations and Publications
Alan has written several articles for various industry publications on the topics of investment advisory, tax strategies, and financial planning.
Alan currently serves as President of CCWM. He is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the Financial Planning Association (FPA). He is also an executive in a commercial mortgage company and in several real estate investment companies. He is active on the board of directors of several not-for-profit organizations including Friends of Independence Hall National Park and Citizen Diplomacy International of Philadelphia (CDI).
Education & Licenses
Alan earned his B.B.A. from Temple University. He is a licensed Certified Financial Planner, a Personal Financial Specialist, and a Certified Public Accountant in the State of Pennsylvania.
Feb 25, 2016
Avoiding Panic Selling in a Declining Stock Market more
Jan 12, 2016
Partner Alan Mandeloff is quoted in The Philadelphia Inquirer regarding MLPs and Investors more
Nov 17, 2014
Partner Alan Mandeloff’s latest role on the Citizen Diplomacy International of Philadelphia is noted in the Philadelphia Inquirer more
Dec 07, 2010
Partner Alan Mandeloff Named FIVE STAR Wealth Manager more