As the founder of Hartstone Business and Financial Services (HBFSco), Alan Hartstone provides investment advisory and wealth management services for individuals, families, and businesses to meet their financial goals. He has been in the financial services industry for over 25 years, and established HBFSco in 1996.
Alan is a Registered Investment Advisor Representative, General Securities Representative, and Financial Advisor with Avantax Wealth Management. He holds the FINRA Series 7, 63, 65, and Life, Accident & Health Insurance licenses. In addition, he has the credentials of a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and began his career at Ernst & Young (EY).
Alan completed his undergraduate education at Amherst College (BA), then earned a Master of Science in Accounting (MS) and a Master of Business Administration (MBA) at Northeastern University.