Alden Witman | Boston, MA Financial Advisor | Adviser Investments
Alden Witman
Senior Account Manager
617.321.2200 Contact Alden
617.321.2200

Alden Witman

Senior Account Manager


Background Experience

Alden joined Adviser Investments in May 2019 as a senior account manager. He earned his Accredited Wealth Management AdviserSM (AWMA®) designation in 2015 and CERTIFIED FINANCIAL PLANNER™ designation in 2016. Alden is passionate about the financial planning process and works directly with clients to review financial plans, manage relationships and ensure that all service needs are executed seamlessly. He started his career in the financial services industry with UBS in 2012 before moving to The Harvest Group as a wealth management adviser. Alden graduated from Quinnipiac University in 2004 with a B.S. in economics and currently lives in Wrentham, MA with his wife, Stephanie.

Certifications

CFP®, AWMA®

The Best Financial Advice I Ever Received

Pay yourself first and live within your means. A great way to accomplish this to keep a detailed budget and make sure to contribute to a retirement plan from each paycheck.

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Alden's Insights

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