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Biographies Gloria E. Degler, CFP, CDFA Christopher J. Miller, CIMC Steven F. Bell, CFP, ChFC G. Thomas Page, CFP

P. Alan Loss, CFP
aloss@pwallc.net

P. Alan Loss, CFP®

Alan is the co-founder of Personal Wealth Advisory, LLC, an independent advisory firm that he established with his business partner, Gloria Degler, in January 2003. Growing up in a family business,
Alan has first-hand experience with the accompanying complexities and challenges relating to family-owned business.
   
• Earned the Certified Financial Planner™ Professional designation in 1985
• Member, International Association of Advisors in Philanthropy
• Member, The Legacy Wealth Coach Network
• Member, Executive Committee, LEAVE A LEGACY™ of Lancaster County
• Past Chairperson of the Steering Committee of Small Business Group
and Past Board Member, Lancaster Chamber of Commerce
• Past President, Lancaster County Estate Planning Council
• Past President Financial Planning Association, Central Pennsylvania
Chapter
• Member, Vistage, an elite national think tank for highly successful
entrepreneurs
• Past Board Member, Temple Shaarai Shomayim
• Affiliated with Business Enterprise Institute, helping business owners develop and implement strategies to build value and exit their business
in style
  Today with Personal Wealth Advisory, LLC, he is able to combine his family experiences with his technical advisory skills to create solutions that address both facets and are customized to each family’s unique situation.
 
Alan’s background and credentials include:
• Bachelor of Science Degree, Cornell University
• 15-years of hands-on experience managing and working in his family’s
supermarket business

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