Alere Planning LLC is an independent Registered Investment Advisory firm focused on helping clients successfully navigate change in their busy lives. Whether preparing for, or experiencing such change, it is our desire to provide a diligent, caring, and constructive experience.
We Are Ready to Serve You.
Jim Weglein
Independent Financial Advisor / Business Owner / Husband / Father / Rational Optimist / Growth Minded / Always Curious / Tennis, Squash Enthusiast
Tony Assadi, CFA
Independent Financial Advisor / Certified Financial Analyst (CFA) Charter Holder / Health & Fitness Maven
Denise McKissock
Client Services and Office Manager / Wife / Mother / Beach Lover / Dog Lover / Lover of all things New Orleans
