Alan Lorman, CPA, CGMA

Alan Lorman, CPA, CGMA is the founder and of Alan Lorman CPA PC (“ALCPA”). He has over a decade of industry experience servicing small to mid-size clients. Mr. Lorman also holds the designations as a Certified Public Accountant (“CPA”), Chartered Global Management Accountant (“CGMA”).

Alan Lorman began his career conducting accounting and attest functions in the healthcare industry for the State of New Jersey and the Federal Government. He was a Medicare regulator and conducted audits at New Jersey Hospitals, Skilled Nursing Facilities, and Renal Dialysis Centers.

Mr. Lorman left the healthcare industry to work in the financial services industry for the New York Stock Exchange (“NYSE”), the premiere Stock Exchange in the world. Mr. Lorman’s tenure involved regulating the Floor of the NYSE including Brokers & Dealers and Specialist firms. He was involved in Financial, Compliance, Regulatory, and Sales Practice investigations as well as, enforcing compliance with NYSE, Securities and Exchange Commission (“SEC”), and the Financial Industry Regulatory Authority (“FINRA”) rules.

After leaving Wall Street, Mr. Lorman worked in the financial services arena at a mid-size CPA firm ranked among the top thirty largest CPA firms in America. He chose to work for a mid-size CPA firm enabling him to get involved in all facets of the profession. He has performed both attest and advisory functions for his clients. He has built relationships with many types of financial service firms including broker-dealers, financial research firms, and investment banking & advisory institutions. During his tenure, Mr. Lorman also provided tax planning for high net worth individuals as well as, preparation of both personal and business tax returns.

Mr. Lorman founded ALCPA to provide start-up and small to mid size businesses access to affordable innovative solutions in the ever-changing global financial environment we live in today. If you are looking for a firm with the highest level of integrity and excellent client relationship skills to become your trusted advisor, please contact us today.