Alan Wayne Legatz, American investment advisor, accountant. Certified Financial Planner, Certified Public Accountant, Michigan, Florida; registered investment advisor. Member American Institute of Certified Public Accountants (tax force on personal finance planning, exceptional faculty award 1987-1988, 88-89, 89-90), Florida Institute of Certified Public Accountants (outstanding discussion leader award 1988), Chamber of Commerce, Rotary.
Tax accountant Ernst & Ernst Certified Public Accountants, 1975. Instructor St. Clair Community College, 1976-1979. Tax accountant Edmond A. Swab, Certified Public Accountant, 1975-1976.
Accountant Alan W. Legatz, Certified Public Accountant, from 1976. President Competent Professional Advisors, from 1986. Instructor American Institute of Certified Public Accountants, from 1986.
President Tax Free Exchange Services, Inc., from 1996, Alan Legatz Investment Advisory Company, Naples, Florida, from 1996. Instructor federal tax workshops, 1986-1992, Practitioners Public Company, 1986-1992, Alliance for Tax, Legal & Accounting Seminars, 1999. Member advisory committee Registry of Finance Planning Practitioners.
Advisor Delta College PFP Program.
Born June 13, 1945
1975 - 1976
1976 - 1979
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