Alan M. Borko, CFP®
Senior Vice President, Agency Control Officer
Alan M. Borko CFP®, MBA, is a Senior Vice President and Wealth Management Advisor who brings over 30 years of experience in the financial services industry to Forest Hills Financial Group. Prior to joining FHFG, Alan spent 15 years as a corporate vice president, branch manager and advisor for A.G. Edwards & Sons.
Prior to A.G. Edwards, Alan was a fixed income/municipal bond specialist with a small bond house, managing municipal and corporate bond portfolios for high net worth individuals and business owners.
Alan received his MBA from Adelphi University in Corporate Finance and Investments in 1985 and has been licensed as a CERTIFIED FINANCIAL PLANNER™ since 1992. Alan’s success has been a result of his “client first” philosophy. Whether the client’s needs are in the area of accumulating assets, retirement planning or transferring wealth to their loved ones, Alan has been able to define the strategy, implement the program and then monitor its progress to insure that the client’s goals are being met.
Alan’s strong sense of professionalism and community keeps him actively involved in many associations. Alan has served as the President the Financial Planning Association of Long Island, a national organization of planning and investment professionals. He is an active Past President of Temple Chaverim in Plainview, Long Island and has served as the chair of the Huntington Chamber of Commerce Town Finance Committee. Alan is also a graduate of Leadership Huntington, a program that fosters leadership and trusteeship skills.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 Broad Hollow Rd., Suite 405, Melville, NY 11747. (631) 589-5400. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice 2019-78320