MBA, CPA/PFS, CFP®
Convergent Financial Strategies
Alan Schapire is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
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.
Alan Schapire is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Alan Schapire is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Alan Schapire is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Alan Schapire is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Alan Schapire
460 E Swedesford Rd
Wayne, PA 19087