Alan Schapire (CFP®, CPA/PFS, MBA)

Alan Schapire focuses in the
following client markets or areas of practice:

College/Education Planning

Corporate Executives

Divorce Planning

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

Alan Schapire has provided financial and tax planning services to clients since 2001, and he has a wide array of experience in personal financial matters. He is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA). Alan joined Buckingham Strategic Wealth in 2023. Prior to that he was the managing director of financial and tax planning at Convergent Financial Strategies, which merged with Buckingham the same year.

Alan earned a Bachelor of Science in accounting and a Master of Business Administration in finance from Drexel University in Philadelphia. He has been a certified public accountant (CPA) since 1987 and a CERTIFIED FINANCIAL PLANNER™ practitioner since 2001. In 2002, he received his Personal Financial Specialist (PFS) designation from the AICPA. The PFS mark is the financial planning specialty accreditation held exclusively by CPAs who are members of the AICPA. He has also served on PICPA Personal Financial Planning Committee, including three years as committee chair, and on the NAPFA Northeast-MidAtlantic Region Board, Finance Committee, and Education Committee.

Alan and his wife live in Delaware County, Pennsylvania. When not assisting his clients, he enjoys traveling with family and friends, and participating in community activities.