Alan Varnishung, CFP®
Associate Wealth Manager
Alan joined the Los Angeles office of LourdMurray in 2024. As an Associate Wealth Manager, Alan is responsible for creating and running financial plans, analyzing investments, supporting the Wealth Managers and Senior Wealth Managers with all presentation and operational needs, and identifying planning opportunities and obstructions while channeling them upward to the senior members of the team.
His financial services career began in 2019 while at RS Crum as an intern getting a sense of financial planning outside of the classroom. In 2020 he started his second internship at McCarthy meeting with clients and learning further about building out the full plans for the clients. After he graduated college in 2021, he joined Mercer Advisors as a Client Service Specialist where he learned how to give proper white glove service and start to build relationships with all the families he helped. Once he passed the CFP exam, he was then promoted to Associate Financial Planner taking on more responsibilities and integrating all aspects of financial planning when creating the plans for the families he was working with.
Alan earned a Bachelor of Science in Finance with a concentration in Financial Planning & Wealth Management at Virginia Tech and holds a CERTIFIED FINANCIAL PLANNERTM (CFP®) designation. Outside of the office, Alan is a big foodie, loves traveling to new places and spending time with friends and family.
