PHILADELPHIA: T: (215) 545-4800
Experience
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, currently known as Apexium Financial, LP. 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.
CREDENTIALS
Education
B.B.A. from Temple University
Licenses
Certified Financial Planner
Personal Financial Specialist
Certified Public Accountant in the State of Pennsylvania
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
Member, Financial Planning Association (FPA)
WORK-LIFE BALANCE
Community Involvement
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)
Get in touch with Alan H. Mandeloff today.
Fill out the form below to get in direct contact with Alan H. Mandeloff and start your personalized consultation journey.
"Building long-term, successful relationships with clients is what matters the most to me."
Get in touch with Alan H. Mandeloff today.
Fill out the form below to get in direct contact with Alan H. Mandeloff and start your personalized consultation journey.