Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island

Alan Schoenberger

Principal

Melville, New York

Professional Profile

Call Me When

Call Me When... You need solutions for your financial and business problems.

Contact Method

alan@endeavorfp.com

Profession

  • Wealth Manager
  • Professional Certifications

    CFP, CEPA, CPFA

    Functional Expertise

  • Business development
  • Business growth
  • Business management
  • Cash management
  • Corporate finance
  • Employee benefits
  • Entrepreneurship
  • Fiduciary
  • Investments
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Financial Planning, Exit Planning, Retirement Plan Management

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Client Results

    Membership

    Long Island

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX