Alan Stephenson
Investment Advisor Representative and Owner
Alan Stephenson is a seasoned financial advisor and entrepreneur with a passion for helping individuals, families, and business owners make confident financial decisions. With years of experience guiding clients through retirement planning, wealth management, and investment strategies, Alan brings both professional expertise and a personal commitment to building long-term relationships based on trust and integrity.
In addition to his work in financial advising, Alan is a multiple myeloma survivor and dedicated patient advocate. He founded the Multiple Myeloma Warrior Community on Facebook, which has grown into a supportive network connecting patients and caregivers worldwide. Alan also serves as Chief Patient Advisor for Polygon Health, a healthcare technology company and creator of Multiple Myeloma Patient Connect, a platform designed to empower patients and improve access to care.
Alan’s dual role as a financial advisor and advocate reflects his belief that true wealth is measured not only in financial security, but also in health, family, and community. His resilience and dedication inspire both his clients and the communities he serves.