Phoenix / Scottsdale Metro Area, Az. Location
Phoenix / Scottsdale Metro Area, Az. Location
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Allan Small
Director of Business Development
- Office: (602) 312-5790
- eFax: (480) 383-6733
- Email: [email protected]
Allan Small brings 22 years of financial services experience and 10 years with Accuplan. He graduated from the University of Michigan and specializes in comprehensive financial planning education.
He established an insurance marketing firm focused on advisor education, compliance, best in class service and comprehensive case design. His expertise spans life insurance, annuities, and asset-based long-term care solutions.
Previously served on the Board of Directors for the Financial Planning Association of Phoenix for five years, including roles as Partnership and Membership Director.
Personal interests: Kayaking, hiking, outdoor exploration, NBA/NFL playoffs, and University of Michigan football.