Our Team

Alan D. Kahn
Business Phone: (516) 677-0270 
E-mail address:
Professional Designations: CPA*, CLU, ChFC
Education: MBA
CA Insurance Lic.# OB42223

Alan earned both his BA in Accounting and Economics from Queens College and an MBA in Finance from St. John’s University, Summa Cum Laude. He obtained his Certified Public Accounting experience from Deloitte, Haskins, and Sells.

Additionally, Alan has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from the American College, Bryn Mawr, Pennsylvania.

Alan is a member of the American Institute of Certified Public Accountants and has previously served consecutive two year terms as Chairman for the New York State Society of CPA’s Tax Division Oversight Committee, Estate Planning Committee and Public Relations Committee. Alan has also previously served as a Trustee for the Foundation of Accounting Education (FAE) and has received the FAE's Outstanding Service Award.

Alan is a frequent lecturer on estate and retirement planning issues. Alan has written articles for The CPA Journal and has also been quoted in Forbes and Fortune Magazines. He has also appeared  on CNN, Fox 5 News, WABC Eyewitness News, and Bloomberg Television and Radio.

Alan was previously featured on the cover of Financial Planning Magazine, a nationally recognized publication for financial professionals.


Joyce T. Kahn
Business Phone: (516) 677-0270 
E-mail addressjkahn@ajkfinancial.net
Education: BA
Joyce specializes in working with the business community in the area of corporate benefits. Her main area of expertise is group health insurance. Joyce works closely with our clients, helping them to administrate and maintain their group health plans. She is at the forefront of changes in the health care environment and reviews our clients’ plans, making sure they meet the needs of both the employer and the employee.
Joyce earned her BA in accounting and economics from Queens College, summa cum laude. She obtained her public accounting experience from Arthur Andersen. Joyce maintains a life and health insurance license.

Joyce lectures on Health Insurance, Medicare and Long-Term Care issues.

*Authorized for accountancy services in the following states: New York. Licensed but not practicing on behalf of American Portfolios Financial Services.