Alan Leffingwell, AIF®, serves as the Retirement Plans Specialist as part of the ensemble team for Level Four Financial serving the greater Atlanta area and Southeast.
An experienced retirement plan advisor and consultant, Alan has acted in management, new business and relationship roles since 1992. He has an in-depth knowledge of retirement plan solutions, plan consulting, and record keeping services for Defined-Benefit, Deferred Compensation and Nonqualified Retirement Plans. His focus is on providing institutional retirement plan sponsors with the fiduciary support they require, regardless of plan size.
Alan is passionate about understanding client goals and addressing their organizational needs while coordinating the right participant solutions for every client.
Prior to joining Level Four, Alan served as Product Manager, Relationship Manager, New Business Strategist and finally Director of Client Service and Sales for SunTrust Employee Benefit Solutions. Throughout his career he has also served in roles at Aon/Hewitt, Northern Trust, and Invesco. Throughout his career he has also served in roles at Aon/Hewitt, Northern Trust, and Invesco.
Alan holds the designation of Accredited Investment Fiduciary (AIF®) and his Series 65 license with Level Four Advisory Services. An Atlanta native, Alan now lives in Athens with his wife and two children.