Alan Ray, CFP®

Square Peg Financial Advisory Services

Alan RaySince you're at the NCPC website finding resources about long term care, you know how important it is to be well informed. An important part of the planning I do with clients is testing the possible impact of long term care expenses on their financial resources and other life priorities. Most of us will face some of these costs in advanced age. Fortunately, there are more options coming along in ways of getting care and affording it. A coordinated financial plan can give you more confidence in your decisions and choices. We can talk about possibly creating a plan based on your values and priorities.

About Alan Ray

Alan Ray is a CERTIFIED FINANCIAL PLANNER® professional and has been in the financial services industry over 20 years. In addition to working with clients of many types, his experience includes eight years as the home office financial planning service provider for the Nationwide® exclusive agency network.

Alan is a registered investment advisor representative and licensed insurance agent for life, health, accident and variable contracts.

Alan's financial advice and financial plans are provided from his position as a fiduciary. He abides by codes of conduct of the CFP Board and falls under the supervision of his registered investment advisor firm.


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Service Area

I can accept clients who fit my practice from any state.

Contact Us

Square Peg Financial Advisory ServicesAlan Ray, CFP®
Square Peg Financial Advisory Services

Phone: (614) 507-7710

5293 Butternut Ct W
Columbus, OH 43229

Email: alan@squarepegfinancial.com
Web: squarepegfinancial.com

Council Director

I am the director of the Central Ohio Care Planning Council, a local council in Ohio. We help seniors with their retirement and eldercare needs.

Investment Advisory and Financial Planning Services

Advisory services offered through Square Peg Financial Advisory Services, LLC, a Registered Investment Advisor with the State of Ohio.

Square Peg Financial Advisory Services, LLC does not provide tax or legal advice. Square Peg Financial Advisory Services, LLC offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Square Peg Financial Advisory Services, LLC and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Square Peg Financial Advisory Services, LLC. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Square Peg Financial Advisory Services, LLC.