Alan Barnes, CFP®, CLU®

Alan Barnes brings over 20 years experience to the Park Financial Advisors team at Park Bank where he sees himself as an educator and someone who believes strongly in planning and taking a holistic approach when giving advice.

Alan has a Bachelor’s degree in Business Administration from the University of Wisconsin, Milwaukee. He is a Certified Financial Planner^® by the College of Financial Planning and a Chartered Life Underwriter^® from the American College.

Alan enjoys volunteering with the New Berlin Police Citizens Academy Alumni Association by helping to raise funds for the local police department.

"It's important for clients to understand what they own and why they own it. Only then will they possess what is required to reach financial goals. We would never dream of building a home, one that will remain standing after heavy rains and winds, protecting us for years to come, without a set of blueprints. Why would we risk living 20-30 years in retirement without proper planning?"

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