Our Story.
Over nearly two decades, our partners and operations team members have guided families with empathy, patience, and professionalism.
We are keen to advocate for you as we together navigate through current and future financial challenges.
Our Founders.
Partners Alan Ioffredo and Lena Mandelis traveled parallel roads until meeting and supporting each other's practices over twenty years ago.
Alan and Lena shared similar backgrounds. Both were raised in New York by parents who emigrated to the United States from their native countries, Italy (Alan) and Greece (Lena). Both were attracted to the emerging field of financial planning and earned post-graduate credentials as Certified Financial Planners, CFP® before choosing to serve the public through individually owned, client centered practices.
In 2008, they founded ALENA Wealth - a name taken from the union of their first names with Wealth - a word they interpret to mean health and prosperity.