Alpha Wealth Management
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Frequently asked questions
What is your typical process for working with a new customer?
We sit down with the client in person or over videoconference and ask questions.
The objective of the first meeting is to get to know the client and understand their needs.
What education and/or training do you have that relates to your work?
• CERTIFIED FINANCIAL PLANNER™ Professional Credential ID 26219853
• IRS Enrolled Agent Credential ID 00149801-EA
• CA Life Accident & Health OI82006
• Various Financial Examinations, Series 7, Series 63, Series 65
• BA Finance CSUSB
Do you have a standard pricing system for your services? If so, please share the details here.
Most clients pay a nominal flat fee upfront for financial planning advice.
This is the best way to start a relationship with a financial planner, as you can be sure the advice is tailored to your situation, instead of skewed toward selling an insurance policy or asset management service.
What types of customers have you worked with?
A few areas where I excel:
• Portfolio Distribution Strategies: The method used to grow your savings is not necessarily the best strategy to spend and live off your savings.
• Corporate Retirement Plans: I help CFOs, CEOs, and HR Reps improve the three Fs in their retirement plan (Fees, Funds, and Fiduciary Obligations).
• Tax Planning for High Earners: as a planner that also works with tax preparation, I am uniquely positioned with expertise, tools, and networks of tax professionals that other advisors are not exposed to.
What advice would you give a customer looking to hire a pro in your area of expertise?
Retirement planning is a very broad subject. Be sure you understand the width and depth of your advisors' knowledge. I have worked specifically to develop my expertise in a wider range of areas than most advisors.
My credentials and licenses cover tax, investments, insurance, and planning.
What questions should customers think through before talking to pros about their needs?
The following are things that make my lawyers happy….
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Alpha Wealth Management, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Alpha Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Alpha Wealth Management, LLC unless a client service agreement is in place.
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