Sir Alan K. Mooney
Alan is the key founder of The Money Foundation, and principal of Mooney Wealth Advisors, Inc. He is one of the nation’s leading lecturers on practice management and building relationships with clients through life stages training and consulting.
Further, Alan has been quoted in numerous periodicals throughout his career as well as written for several publications dealing with affluent audiences. Alan spent several years living in the Bahamas and understands international economics as well as the U.S. securities industry. He is a past member of the International Association of Financial Planners and the Nuveen Advisory Council.
Currently, Alan is a member of the Worthington Estate Planning Council. In addition to his career, Alan has found time to lead many committees to raise money for various charities. He is also committed to working with children to enlighten them about the opportunities life has to offer by teaching in the inner city impoverished areas. Alan has also participated in numerous leadership programs including Cum Christo and Promise Keepers in which he has incorporated this knowledge and experience when speaking to his audiences.
In 2007, “Sir” Alan K. Mooney was knighted by Pope Benedict XVI into The Equestrian Order of the Holy Sepulchre of Jerusalem. Sir Alan challenges everyone to stretch and accept the changes they need to confront and to become a better professional.