Alan J Kines
Wealth Management Advisor|CFP®
Personal
Alan is a lifelong Baltimore native and was born and raised in Towson where he attended Towson High School and was a member of the law magnet program. After Towson high, he went on to graduate from Washington College in 2010 where he played basketball for four years. He majored in Business Management with a focus on Finance and graduated with an Honors degree.
Alan now lives in Sparks, MD with his wife, Leah, and their two daughters.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
Alan Kines has been a Financial Advisor with Northwestern Mutual since 2010, specializing in wealth accumulation and wealth distribution. He works closely with medical and legal professionals, entrepreneurs and business owners to help them prepare for financial success and protect their wealth. Alan also works with retirees to develop distribution strategies while protecting the wealth they've accumulated throughout their lifetime.
Alan earned his CERTIFIED FINANCIAL PLANNER™ designation in 2013. According to the CFP® Certificants Profile dated 11/30/2015, there are only 72,921 CFP® holders in the United States. Of those 72,921, only 3.39% are under the age of 30.
Alan Kines is the current Treasurer of the National Association of Insurance and Financial Advisors (NAIFA) - Baltimore. NAIFA was founded in 1890 as The National Association of Life Insurance Underwriters (NALU), NAIFA is one of the nation's oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. Members of NAIFA assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multi line, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Alan Kines qualified for membership in the Million Dollar Round Table (MDRT) in 2014. MDRT is the premier association of financial professionals. Founded in 1927, MDRT is an international and independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2014
- MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2013-2015
- Award recognizing commitment to excellence in service to clients and industry
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
