Alan Topchik, Certified Wealth Planning Advisor
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About Alan
Alan Topchik
email: Alan@Topchik.net
tel: (954) 605-3071
web: https://www.ssccompany.com/
Alan Topchik, CWPA, CFGA
Alan is the Founder and President of the Strategic Success Consulting LLC. With over 40 years of experience, he holds a degree in Risk Management from Syracuse University. Additionally, he is a Certified Wealth Planning Advisor and a Certified Founders Group Associate.
His extensive expertise lies in advising individuals, families, and family-owned enterprises, collaborating with professionals such as attorneys, CPAs, CFPs, and investment advisors. He assists them in areas where they may have limited time or in-house expertise, focusing on needs like tax reduction, asset protection, estate planning, family governance, risk assessment & mitigation.
Alan’s Mission and Pledge are simple: He pledges to work collaboratively to enhance your Family’s Generational Purpose and Wealth, and to strategically use “Timing, Combining, and Sequencing” to the benefit of you and your family.
Outside of work, Alan serves on the Board of a Private Charitable Foundation. He also enjoys skiing, golfing, and spending time with family and friends.
