Alan Schapire

MBA, CPA/PFS, CFP®

Convergent Financial Strategies

Managing Director of Financial and Tax Planning

Alan Schapire

MBA, CPA/PFS, CFP®

Convergent Financial Strategies

Managing Director of Financial and Tax Planning

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alan Schapire, MBA, CPA/PFS, CFP®

(484) 477-4100 ext. 1

Alan Schapire is a Fee-Only Financial Planner located in Plymouth Meeting, PA and serving clients nationwide.

Alan Schapire is a Plymouth Meeting, PA fee-only financial planner. Convergent Financial Strategies provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alan Schapire is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Alan M. Schapire a founding principal of Convergent Financial Strategies LLC.  He serves as the Managing Director of Financial and Tax Planning.

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 PICPA Personal Financial Planning Committee, including three years as Committee Chair and on the NAPFA Northeast-MidAtlantic Region Board, Finance Committee, and Education Committee. 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 both daughters graduated from GWU; his older daughter in May 2014 and his younger daughter in May 2018. When not assisting his clients, Alan enjoys traveling with his family and participating in community activities. He currently serves on the Board of Directors 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 a 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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning
  • Divorce Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Alan Schapire is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    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.

  • CPA - Certified Public Accountant
    Alan Schapire is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

Contact Alan Schapire

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Office Locations:

  • 600 W Germantown Pike
    Suite 400
    Plymouth Meeting, PA 19462

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