Alan Alderfer, CFP®
Partner, Managing Director

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Alan is a Partner and Managing Director for the Beacon Pointe Warsaw, Indiana, office. With over 30 years of experience in comprehensive financial planning, Alan brings a deep commitment to understanding the unique needs of each client through thoughtful, strategic conversations. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and provides tailored guidance for individuals, families, and organizations seeking to secure and strengthen their financial futures. Alan began his career founding Alderfer Bergen & Co., which joined Beacon Pointe Advisors in 2025. Throughout his tenure, he has been recognized for his ability to build trusted relationships while crafting solutions rooted in financial wellness and long-term success. His approach is driven by a genuine desire to make a meaningful difference in the lives of those he serves.

Deeply embedded in the Warsaw community, Alan is a Co-Founder of the Kosciusko County Riley Kids Fund and serves as host of the annual Riley Radio Days fundraiser, supporting families facing financial hardship related to pediatric medical care. He currently serves as Chairman of the Board of Trustees at Lutheran Kosciusko Hospital and holds board positions with Kosciusko County Alcohol and Tobacco Commission, the Kosciusko County Sheriff’s Merit Board, and the Catholic Community Foundation of Northwest Indiana. A lifelong resident of Warsaw, Alan and his wife, Kristine, are raising twin daughters, Carolina and Katherine. He finds fulfillment in being present for his family and community and brings this same passion for stewardship and positive impact to every client relationship he builds.