Get to Know Your Financial Advisor
Hi, I’m Alan Kneale, the Founder and Principal owner of Arcadian Financial Services. I started this firm following an early retirement from a lengthy corporate career with a lifelong passion to share my knowledge, experience and lessons learned from living my best life through financial planning.
I am a native of California, born and raised in the Los Angeles area. I spent my early career in the San Francisco Bay area and have been a resident of San Diego for the past 34 years. I received an undergraduate degree in Finance from University of the Pacific, a Masters of Business degree in Finance from Golden Gate University and completed the Certified Financial Planner program from Boston Institute of Finance, as well as have passed the Certified Financial Planner and Series 65 Exams. I am registered as an investment advisor with the State of California and am a member of Garrett Planning Network and Financial Planning Association (FPA). When not with clients, I enjoy golfing, traveling and as you can tell, good wine, which I believe like living an idyllic retirement, should be available to all.
During my first career, I spent over 38 years as an executive leading global sales, marketing, client services and operations teams for several technology companies across multiple industries, interacting with people all over the world from all stages of life. I also had the pleasure of serving and leading as Chairman and President of several non profit organizations and foundations. More importantly, I have had the opportunity over my lifetime to learn from my successes and failures the value of planning, budgeting, saving, pinching pennies and investing for the future. Along with my wife, with whom I have been married for over 40 years, we have experienced the joy and challenges of buying and selling homes, funding college for our only daughter, negotiating all types of insurance from home and auto to medical and long term care, dealing with health scares, as well as taking care of aging parents and managing their estates. All of these life experiences have taught me the importance of Financial Planning in dealing with whatever comes your way and has fueled my passion to help, teach, and serve individuals like you in order to achieve your best life.
With a focus on retirement, estate and investment planning, let Arcadian Financial Services help you navigate these transitions in your financial life, giving you the peace of mind to experience the rest of your life in the best possible way.