Bio

Eyal “Alan” Galinsky founded WiseOak Wealth with a desire to focus on his strong belief that “Wealth is the ability to fully experience life”. He brought with him over 30 years of experience in the financial advisory field.

Alan graduated cum laude from the Bernard Baruch College in New York. He earned his Chartered Financial Consultant designation from the American College. Having achieved some acclaim in his field, Alan taught the Financial Planning course for his alma mater.

Alan developed his investment planning practice in New York in 1989. His fluency in Portuguese, Spanish, Hebrew and finance has earned him an international clientele. In 1995 he opened additional offices in Boca Raton, Florida. His expertise in tax-minimization strategies has enabled him to retain a loyal client base consisting primarily of privately held businesses and high net worth individuals.

Alan offers access to fee-based investment planning services, asset allocation and professional asset management. This structure enables him to provide his clients with the optimum program to address their objectives. His abilities have earned him many loyal clients as well as the trust of estate planning attorneys and savvy accountants who often refer him to their best clients for financial and estate planning. Alan believes that the primary goal of a financial advisor is to guide their clients toward their lifetime and financial goals in a prudent manner.

I believe women deserve the confidence to define success on their own terms and the support to build a life that reflects it.

Too often, women are expected to make some of life’s biggest financial decisions without ever being taught how. I’ve worked with women who are incredibly capable in every area of their lives, yet still wonder if they’re making the right financial decisions or missing something they should already know.

That shouldn’t be the expectation.

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I help women connect their financial decisions to the life they’re trying to build. Whether you’re navigating a major life transition, preparing for retirement, caring for aging parents, planning for future generations, or simply wondering what’s possible, my role is part guide, part partner.

I believe financial planning should start with your life, not your portfolio. Together, we’ll define what success looks like for you, then build a coordinated strategy that aligns your investments, tax planning, estate planning, cash flow, and other financial decisions with that vision.

Education is at the heart of my approach because I believe confidence comes from understanding not only what decisions you’re making, but why they matter. My goal isn’t simply to answer today’s financial questions. It’s to help you feel confident making tomorrow’s decisions, too.

I’m fascinated by the intersection of money and the decisions that shape our lives because some of the most important financial decisions we’ll ever make have very little to do with spreadsheets and everything to do with our values, relationships, and vision for the future.

If you’re looking for a financial advisor who will take the time to understand what matters most to you, ask the questions you may not know to ask, and help you make thoughtful financial decisions with confidence, I’d love the opportunity to work with you.
 

Nancy joined WiseOak Wealth with more than 25 years’ experience in her position. She graduated Cum Laude from Queens College in New York with a Bachelor of Arts degree in Economics. Combining her education and administrative experience, Nancy brings highly valued organizational skills to her position. Her caring nature and hospitality have led her to develop a strong bond with our clients.

She is a native of Brazil and speaks several languages including Portuguese, English, Spanish, Hebrew, Italian and French. Outside of the office, Nancy enjoys reading, dancing and learning about world cultures.