Alan Schapire| MBA, CPA/PFS, CFP®
Convergent Financial Strategies
- Fee-Only Financial Planning
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Education Planning
- Cash Flow and Budgeting
- Planning for Business Owners
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- 401(k) and IRAs
Our Other NAPFA Members
Wayne, PA 19087
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Alan Schapire is a Fee-Only Financial Planner located in Wayne, PA. Convergent Financial Strategies LLC specializes in providing objective financial advice to help clients build, manage, grow, and protect their assets through life's transitions. Alan Schapire is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Alan Schapire is the founding principal of Convergent Financial Strategies, LLC, a Fee-Only Registered Investment Advisory firm with an office in Wayne, Pennsylvania.
Alan is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA). He has served on the NAPFA Northeast-MidAtlantic Region Board and on the PICPA Personal Financial Planning Committee, including three years as Committee Chair.
Alan earned a Bachelor of Science (Accounting) degree and a Master of Business Administration (Finance) degree from Drexel University in Philadelphia. He has been a CPA since 1987 and a CERTIFIED FINANCIAL PLANNER™ practitioner since 2001. In 2002, he received his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). The PFS mark is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS.
Alan has provided financial and tax planning services to clients since 2001. He and his family live in Delaware County, Pennsylvania. Although his ties to his alma mater, Drexel University, are still strong, Alan considers his family to be a George Washington University family as his older daughter graduated from GWU in May 2014 and his younger daughter began her GWU experience in August 2014. When not assisting his clients, Alan enjoys traveling with his family and participating in community activities. He currently serves on the Board of Overseers of Hillel at Drexel University.
Convergent Financial Strategies is the focal point for all aspects of your wealth management – from accumulation and growth through preservation and distribution. Your team includes a financial planner, investment manager, and tax professional-- all working together to provide highly personalized guidance and solutions. By taking an objective and proactive approach that reflects the nuances and complexities of your individual situation, we strive to build a long-term relationship with you. Acting as a fee-only fiduciary, we do not earn transaction-based compensation from financial planning activities. All of our compensation comes directly from our clients. Furthermore, we are not affiliated with any commission-early firm such as a bank, broker-dealer, or insurance company. Operating in a fiduciary capacity means that we always have YOUR best interests in mind.