Bio

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.

When an individual suddenly finds themselves thrust into a scenario where they become responsible for the financial well-being of their household, it can be overwhelming and they may feel lost. They may have a desire for financial knowledge, financial control, and above all, financial independence, but are unsure where to start. Nicole’s great passion is helping those individuals, whether they are someone entering the workforce, a divorcee, a widow, or a homemaker, find financial freedom.

Collaborating with her clients’ accountants and attorneys, Nicole makes the process feel easy to understand and implement. She provides her clients with the tools to easily control their current situation, as well as, adjust strategies as life events demand. Nicole believes that a good plan is one that encompasses a multi-generational approach for a lifetime of trusted guidance.

Mrs. Carlon began her advisory career in Boca Raton, Florida after graduating Cum Laude with a B.B.A from Florida Atlantic University, specializing in Finance and Financial Management Services. With the eagerness to further enhance her offerings to her clients, Nicole became a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® practitioner.

When asked why she has such a loyal following, Nicole responded “I think the main thing my clients experience and appreciate when working with me, is a feeling that they are being heard. It is not just about numbers, but truly listening to what their needs and goals are and using the tools and resources at my disposal to guide them so they can meet those goals”

Nancy joined WiseOak Wealth with more than 25 years’ experience in her position. She graduated Cum Laude from Queens College in New York with a Bachelor of Arts degree in Economics. Combining her education and administrative experience, Nancy brings highly valued organizational skills to her position. Her caring nature and hospitality have led her to develop a strong bond with our clients.

She is a native of Brazil and speaks several languages including Portuguese, English, Spanish, Hebrew, Italian and French. Outside of the office, Nancy enjoys reading, dancing and learning about world cultures.