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Alan J. Eckstrand, CLU, ChFC, CRPC
I grew up in Granby, CT, graduating from Granby Memorial High School in 1969. I earned a B.S. degree from Southern Connecticut State University in 1973. After a brief stint as a middle school teacher, I began my career in financial services in 1974. By the time I opened my own practice in 1978, I had been promoted to management. I was responsible for supervision and continuing education for five planners.
I have had my own practice since 1978. In 1980 I was a founder of Baldwin Eckstrand Associates. We specialized in tax planning and employee benefits for small businesses and their families. We also worked for our clients on their investment and retirement planning. I continued my education along the way, becoming a Chartered Life Underwriter in 1982 and Chartered Financial Consultant in 1986.
In 1993 when my partner retired, I changed direction again. My focus narrowed to tax, investment and retirement planning. I became very interested in helping people plan for their children's education. In 2002 I received my Chartered Retirement Planning Counselor designation from the College For Financial Planning.
This year, I became an LLC and added Rhiannon Mastrocola to my staff as a full time associate. I am happy to celebrate my 30 th year of serving the financial service needs of the public.
Rhiannon Mastrocola
Rhiannon Mastrocola is a December 2003 graduate from the University of Connecticut College of Liberal Arts and Sciences with a Bachelor of Arts in Economics. She has recently completed her certification for a Life and Health Insurance Producer. She has worked part time for Alan for two years during college, doing data entry for tax returns. Rhi plans to further her education with continuing education in insurance and graduate studies in related topics in the near future.
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