Broker Check
Alan Lao

I earned my Bachelors’ in Finance from Sacred Heart University and began my career in the finance industry soon after graduating. I have over 11 years of experience in the field and hold my Series 7 and 65 securities registrations through LPL Financial..

I was born in Paris and lived in Europe for eight years growing up before coming to the US. I’ve become a big football fan and enjoy playing basketball and golf.  

I was given the opportunity to join Brea's team in early 2018 as an advisor associate. I enjoy helping our clients in the various aspects of the financial planning and investment process.