Professional
Before Alan Maltenfort can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Alan.
Alan Maltenfort has been a part of the financial services industry since 1964 as part of The McTigue Financial Group and has been a Senior Investment Specialist since 1986. Alan Maltenfort holds a bachelor of arts degree in business administration from the University of Arizona. Alan earned his Bachelor of Arts degree in 1964. Alan also has a master of science degree in financial services from American College, which he received in 1993.
Alan has earned the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations.
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The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
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Memberships and Associations
Alan Maltenfort served as president of the Northwestern Mutual Association of Financial Representatives from 1988-1989 and the Northwestern Mutual Field Advisory Committee from 1977-1978. Alan also was a chairman for the Northwestern Mutual Investment Specialists' Group from 1987-1989.
Alan is a member of the The Financial Industry Regulatory Authority (FINRA) committee on Continuing Education (1999-Present), the FINRA Qualifications and Testing Committee (2006-present) and a former member of the Security / Regulatory Council for Continuing Education (2003-2006).
Alan stresses the importance of long-term client relationships based on outstanding customer service.
A featured speaker across the country, Alan Maltenfort discusses the topics of asset allocation and integrated approaches to investment planning to businesses and individuals.
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