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.

I help women, young professionals, and families achieve financial independence through collaborative, values-based planning that’s tailored to their lifestyle and goals. My approach combines strategy, education, and partnership to help clients feel informed, supported, and empowered to make thoughtful financial decisions.

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I guide clients through life’s transitions, from restructuring finances after divorce to planning for future generations or balancing career growth with family priorities. I believe that lasting financial independence comes from understanding not just what to do, but why it matters.

My work includes fee-based financial and investment planning, asset allocation, and professional asset management, with a focus on aligning all areas of a client’s financial life, from investments and cash flow to tax and estate awareness, with their goals and long-term vision.

Clients value my relationship-based approach, transparent communication, and the safe, judgment-free space I create for every conversation. Together, we simplify complex decisions and design strategies that lead to steady progress and greater confidence. Collaboration is central to my process, and I work closely with accountants, attorneys, and other professionals to ensure each client’s strategy is cohesive, coordinated, and built to adapt over time.

Graduating cum laude from Florida Atlantic University with a degree in Finance and Financial Management Services, I combine technical expertise with a relationship-driven planning style grounded in compassion and professionalism.

Let's work together to turn complexity into direction and build a financial foundation that supports both the life you're living today and the one you're planning for tomorrow.
 

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.