Alan Katkin

Alan is one of the newest members of Equinox Financial Partners, but certainly not new to financial services. In 1992 after attending the University of Maryland, College Park where he focused on business and Finance he went to work for D.H. Blair & Company an investment Bank on Wall Street specializing in equity structures. It was at D. H. Blair & Co. that he obtained his Series 7, 6 & 63 licenses allowing him to provide for clients in the life, health and investment industries. After leaving D.H. Blair, Alan honed his skills and acquired even more knowledge partnering as an advisor with some of this country’s best know financial institutions.

As a member of Equinox Financial Partners, Alan looks to his over 25 years of experience to provide clients education and advice on the accumulation of wealth while protecting their investments and families from unforeseen circumstances. Alan feels strongly that it is important to listen to his client’s needs and objectives and design a transparent financial plan to address their specific goals.

Alan is an avid runner, with bragging rights to running the New York Marathon in 2003 and 2018. He lives with Baxter his Bernese Mountain Dog.  

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

EQUINOX FINANCIAL PARTNERS is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 5163553346
Fax 5163583927
Mobile Phone (917)-494-7200