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.

Managing significant wealth can be complex and overwhelming, but with Nicole Carlon as your trusted Wealth Management Advisor, you don’t have to navigate it alone. Nicole understands the unique challenges that come with preserving and growing substantial assets while ensuring your legacy endures. She’s dedicated to helping high-net-worth individuals and families design financial strategies that provide security, flexibility, and peace of mind.

Whether you’re restructuring wealth after a divorce, planning for future generations, or adjusting to new financial priorities following a major life event, Nicole provides personalized guidance every step of the way. She recognizes that wealth isn’t just about numbers—it’s about your goals, your values, and the life you want to lead. By taking a holistic approach, she ensures that your financial plan aligns with your aspirations and supports both your lifestyle and legacy.

Nicole’s expertise extends far beyond traditional financial planning. As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® practitioner, she brings a depth of specialized knowledge to complex financial situations. She also works with a network of top-tier professionals, connecting you to trusted legal, tax, and insurance advisors to ensure that every facet of your wealth is protected and optimized.

Understanding that the financial landscape evolves, Nicole stays ahead of industry trends to provide solutions that adapt to changing market conditions and your evolving needs. Her strategic, forward-thinking approach ensures that your wealth not only supports your life today but continues to grow and safeguard your future.
A graduate with honors from Florida Atlantic University, where she specialized in Finance and Financial Management Services, Nicole has built her career on delivering thoughtful, high-level financial strategies to affluent individuals and families. Her commitment to personalized service, combined with her technical expertise, makes her an invaluable partner in achieving your financial goals.

With Nicole, you gain a dedicated advisor who understands the complexities of wealth management and is focused on securing your financial future, so you can enjoy life’s opportunities with confidence.
 

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.