Eyal “Alan” Galinsky

Eyal “Alan” Galinsky founded WiseOak Wealth with a desire to focus on his strong belief that “Wealth is the ability to fully experience life”. He brought with him over 30 years of experience in the financial advisory field.

Alan graduated cum laude from the Bernard Baruch College in New York. He earned his Chartered Financial Consultant designation from the American College. Having achieved some acclaim in his field, Alan taught the Financial Planning course for his alma mater.

Alan developed his investment planning practice in New York in 1989. His fluency in Portuguese, Spanish, Hebrew and finance has earned him an international clientele. In 1995 he opened additional offices in Boca Raton, Florida. His expertise in tax-minimization strategies has enabled him to retain a loyal client base consisting primarily of privately held businesses and high net worth individuals.

Alan offers access to fee-based investment planning services, asset allocation and professional asset management. This structure enables him to provide his clients with the optimum program to address their objectives. His abilities have earned him many loyal clients as well as the trust of estate planning attorneys and savvy accountants who often refer him to their best clients for financial and estate planning. Alan believes that the primary goal of a financial advisor is to guide their clients toward their lifetime and financial goals in a prudent manner.