Alan Toman

FINANCIAL ADVISOR¹

BIO/BACKGROUND

Alan has lived in Hollywood for over 25 years. Born in Chicago, he grew up in NYC and is married to actor, Suzanne Ford. They have a daughter, Caroline, who is Chair of the English Department at Montclair Kimberly Academy in New Jersey, and they have two grandchildren.

With an early career as a marketing and development executive at Lincoln Center, he realized then unequivocally the importance of knowing how vital predictable income from an endowment is in sustaining the vibrant future of a cultural institution. Later, working as an Internet and mobile entertainment executive in Silicon Valley during its “Wild West” days of the late 90s and early 2000s, he saw firsthand the effects of market volatility and unpredictability.

In his subsequent years of providing financial services as an advisor, he has developed a comprehensive process for helping clients grow and protect their assets, using a blend of mutual funds, indexing and insurance to mitigate risk and achieve the objectives aligned with each client’s risk tolerance.

Alan has served as an Adjunct Professor at the New York University School of Business and is author of The Marketing Workbook, published by The Funding Center, Washington D.C. He was Director of Marketing for New York City Opera and Lincoln Center Theatre Company and a member of the Academy of Television Arts & Sciences. Alan enjoys sailing and is a member of the California Maritime Institute.

Providing Personalized Financial Guidance to Southern California

“My mission is to help fellow baby-boomers and their families grow and protect their financial security and plan for their future. I am personally dedicated to finding innovative financial planning, retirement and multi-generational insurance solutions to help you reach your retirement goals and your life’s dreams.”

2311 Bronson Hill Drive | Los Angeles, CA 90068
p.310.614.9691
atoman@regalfin.com

Questions? Contact Alan today!

¹Securities offered by Alan Toman through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities.

Providing Personalized Financial Guidance to Southern California

Questions? Contact Alan today!

Email

Address

Phone

Regal Websites

Custodial Links