Broker Check
Alan Cota III

Alan Cota III

Financial Advisor

804-305-9967

alancota@communityfg.net

After graduating from Virginia Tech in 2021 with a Bachelor of Science in Finance, I began my career as a Financial Advisor with Equitable Advisors and, in 2026, joined Community Financial Group. Throughout my experience, I’ve come to understand that financial success and peace of mind look different for every client. This perspective has shaped my approach—focused on personalized planning, thoughtful guidance, and ongoing education—so clients can feel confident in the decisions they make.
 
I’m also committed to continuous growth as an advisor. I have earned my FINRA Series 7 and Series 66 registrations, as well as my Life, Health, and Annuity licenses, allowing me to better serve clients with comprehensive, informed strategies. My goal is to build long-lasting relationships rooted in trust, helping clients achieve their goals and ultimately enjoy the rewards of their financial planning efforts.
 
Originally from Midlothian, Virginia, I now live in Richmond with my wife, Grace. Outside of work, I enjoy spending time outdoors—whether that’s working on my golf game, hunting, fishing, skiing, or organized sports.