Alan Suen

Alan Suen is an experienced professional with over two decades in the financial services industry. Currently serving as an Investment Advisor Representative and Branch Office Supervisor at Transamerica Financial Advisors, Inc., Alan has been instrumental in training a global team while providing brokerage and investment advisory services that prioritize risk management and financial goal achievement. Alongside this role, Alan has also held the position of Senior Managing Director at WFG, where responsibilities include client financial goal setting and training financial professionals. Prior experience includes serving as an Account Manager at M-Logic, Inc., focusing on staffing IT personnel for financial institutions, and as a Senior Engineer at Sapient. Alan holds a Bachelor of Science degree in Applied Mathematics from Yale University, where studies emphasized Economics, Computer Science, and Electrical Engineering.