Alan Lichtenstein

Alan Lichtenstein

Financial Advisor

Phone: 631-474-1610 ext. 230
Fax: 631-474-1806
E-mail:
 

With over 25 years in financial services, Alan brings a lifetime of knowledge and experience to the Fortitude Investment Group.  Focused on advanced tax-reduction and tax-efficient investment strategies, he began educating investors, CPA’s and attorneys in the rules and procedures of the 1031 Exchange transaction in 2003,  earning the Certified Exchange Specialist® designation in 2007.  Registered with the NY State Board of Public Accountancy, Alan provides continuing education courses regarding IRC §1031 and IRC §1033  to Certified Public Accountants.  Through the use of the Delaware Statutory Trust, Alan has successfully guided real estate investors through even the most complex 1031 and 1033 exchange scenarios from start to finish.

 

Check Alan's background at FINRA's BrokerCheck.