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Alan J. Goldfarb
Alan J. Goldfarb
Consulting Group
Vice President - Wealth Management
Financial Advisor
211 North Robinson
Suite 1300
Oklahoma City, OK 73102
tel: 405-272-0170
toll free: 800-444-9181
fax: 405-272-0163
Email Me
Welcome Associations Education Services Honors Experience
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Northwest Oklahoma Chamber of Commerce (Oklahoma City)
  • Oklahoma City Chapter of the American Payroll Association
  • Greater Oklahoma City Chamber of Commerce
  • The Oklahoma City Human Resource Society
  • Oklahoma Bar Association
    Estate Planning, Probate, and Trust Section
    Associate Member
  • The NYU Wagner Alumni Association
  • The Ohio University Alumni Association
  • Emanuel Synagogue Member
  • Emanuel Synagogue Men's Club
    Member
  • Oklahoma City Jewish Federation Member
  • Warwick Estates Homeowners Association
Education and Licensing
  • Series 7, 1985
    NYSE/NASD General Securities
  • Series 63, 1985
    Uniform State Exam
  • MPA, 1977
    New York University, NYU
  • BGS, 1975
    Ohio University
  • Dale Carnegie Course: Effective Communications & Human Relations
Services
  • Asset Management
  • Alternative Investments
  • Business Planning
  • Corporations
  • Corporate Retirement Plans
  • Certificates of Deposit
  • Defined Contribution Plans
  • Estate Planning
  • Endowments and Foundations
  • Exchange Traded Funds
  • Financial Planning
  • Family Consulting
  • Municipal Bonds
  • Precious Metals
  • Socially Responsible Investing
  • Trust Services and Accounting
  • Women and Company®
  • Wealth Management
  • 401k Rollovers
  • 529 Plans
Honors and Recognitions
  • 20 Year Loyal Service Award
    Smith Barney
  • All - American Team American Funds Member
  • The Municipal Bond Handbook Volume II
    Dow Jones - Irwin Publisher
  • Author of Chapter 16 Airport Revenue Bonds
    By Alan J. Goldfarb and Allan A. Ryan, III
Business Experience
  • 1985 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Advisor
    Oklahoma City, OK
  • 1982 - 1985: First National Bank & Trust of Oklahoma City
    Senior Bank Portfolio Analyst
    Oklahoma City, OK
  • 1980 - 1982: Smith Barney Harris Upham
    Senior Municipal Bond Research Analyst
    New York City, NY
Bulletin Board
  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery.
  • Buy American. I Am. By Warren Buffett. Click Here. Please note that by clicking on this URL you will leave Morgan Stanley Smith Barney and enter a website created, operated and maintained by a different entity.
  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
Alan J. Goldfarb is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MI, MT, NE, NJ, NM, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

Back to Basics Revisted: Ten Rules of Thumb For a Volatile Market (pdf)

How Much is Enough? Income and Cash Flow Planning (pdf)

Consulting Group: Financial Planning for the 21st Century (pdf)
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