Broker Check






"I am fortunate and grateful for the experiences I've shared."

Alan Ioffredo, CFP®

Gratitude and perspective mark my professional and personal life. I am a first-generation Italian American and feel fortunate to have been born here and to have witnessed nearly equal parts of the last and current centuries. The journey through technological and societal shifts has been instructive and I do believe we live in an age of miracles. And while real and artificial intelligence abound, patience, intuition and wisdom matter more to me than ever before.


ALENA Wealth came to be in 2008. Then and now, visitors to our office find keen listeners and personalized counsel within a caring environment. My partners and I respect our clients' stories and marvel at the role these play in shaping their values. I delight in marrying those values with human and financial resources to better guide clients through our noisy world.


My wife Cathy and I have three adult children - Michael, Anya and Anthony, and two grandchildren. Together we have loved, laughed and travelled across the United States and portions of our beautiful world – five of seven continents to date. Our favorite holidays include exploring the Amalfi Coast, trekking in Patagonia, and tracking silverback gorillas in Uganda’s Impenetrable Forest.


When not working, I volunteer with local church and campus ministries. I seek to inspire and support the mental and spiritual health of young men and women. My passions include writing, reading, skiing, cycling and collecting baseball and business memorabilia. My most significant non-professional achievements include a faith fueled focus, fatherhood and publishing The Artist and the Innkeeper, a well-received novel within the historical fiction genre. (Learn more at www.alanioffredo.com).

Education

  • Diploma Financial Planning - Boston University - 1992
  • Bachelor of Science - Cornell University - 1983


Affiliations:

  • Boston University Adjunct Faculty
  • Boston College High School Kairos Retreat Leader
  • LPL Financial Chairman's Club
  • Financial Planning Association


Check the background of this investment professional on FINRA's BrokerCheck

 

Favorites:

Book:
Lonesome Dove by Larry McMurtry

Experiences:
Being a father, source of inspiration and writer

Food:
Fruti di Mare - pasta & seafood

Destination:
Italy

Film:
Cinema Paradiso

Fantasy Dinner Guests:
Audrey Hepburn, Mark Twain, Oscar Wilde, and my Godmother Josephine