Marin & Santa Rosa, California
|
Serving Marin & Sonoma Counties
Your Financial Life Deserves More Than a Collection of Accounts.
Alpha Wealth Management & Planning helps you bring the pieces of your financial life together so you can better understand where you are, where you're going, and the decisions that may help you get there.
Plan. Invest. Live with Purpose.
Offices in Novato & Santa Rosa, CA
Client-First Independent Guidance
THE BIGGER PICTURE
Your Finances Get More Complex
as Your Life Grows.
You may have retirement accounts, investments, property, insurance, tax considerations, estate plans, business interests, and important family priorities.
But having financial pieces isn't the same as having a coordinated plan.
Alpha helps you step back, understand how those pieces work together, and make more informed decisions about what comes next.
THE 7 KEY PILLARS ALPHA CONNECTS FOR YOU
Investments
Growth, risk alignment & asset allocation
Retirement
401(k)s, IRAs & cash flow timing
Taxes
Tax-efficient withdrawal & planning
Estate
Beneficiaries & legacy considerations
Insurance
Protection for family & assets
Family
Education & multi-generational goals
Life Goals
Business, lifestyle & personal vision
CLIENT-CENTERED PHILOSOPY
Your financial plan should reflect what matters to you.
Active Listening: We prioritize understanding your values, family dynamics, and priorities before discussing portfolios.
Product Independence: Objective financial planning centered on your goals rather than proprietary financial products.
Long-term Partnership: Continuous evaluation as life circumstances, market conditions, and personal goals evolve.
Novato & Santa Rosa Advisory Team
Alpha Wealth
OUR APPROACH
Start With Your Goals, Not a Product.
Good financial guidance begins with listening. Alpha takes the time to understand your goals, priorities, family, and financial circumstances before helping you evaluate the path forward.
Whether you're building wealth, preparing for retirement, or already enjoying it, our focus is helping you better understand your financial picture and make informed decisions about what's next.
HOW IT WORKS
Financial Planning Doesn't Have
to Feel Complicated.
A clear, collaborative 3-step process designed to give you confidence at every stage.
01
Understand
We listen to your goals, priorities, questions, and current financial situation.
Step 1 of 3
02
Plan
We help bring the different pieces together and evaluate strategies based on your circumstances.
Step 2 of 3
01
Understand
As life changes, we continue reviewing your plan and helping you evaluate what comes next.
Step 3 of 3
PLANNING THROUGH LIFE'S CHANGES
Guidance for Where You Are — and Where You're Going.
Whether you are expanding your business, preparing to retire, or managing a major life event, Alpha tailors planning to your exact stage.
Emerging & Established Professionals
Building & Growing Wealth
For professionals, families, and business owners who want their growing financial resources working toward clearly defined goals.
Alpha Planning Services
5 to 10 Years Out
Preparing for Retirement
Bring investments, income planning, Social Security, taxes, healthcare considerations, and lifestyle goals into a more coordinated picture.
Alpha Planning Services
Income & Distribution Strategy
Living in Retirement
For professionals, families, and business owners who want their growing financial resources working toward clearly defined goals.
Alpha Planning Services
Career, Sale, Legacy, Family
Navigating Life Transitions
For professionals, families, and business owners who want their growing financial resources working toward clearly defined goals.
Alpha Planning Services
COMPLIMENTARY FINANCIAL GUIDE
A Different Kind of Financial Conversation
Start With Your Goals, Not a Product.
Not sure where to begin? Start with a few thoughtful questions about your goals, priorities, and financial picture.
Download Alpha's complimentary financial planning resource to help you think about what's important now—and what may deserve a closer look.
7 Essential Questions to Evaluate Investment & Retirement Readiness
Clear strategies to coordinate Taxes, Estate, and Family priorities
Instant PDF direct download — no obligations or spam
MEET ALPHA
Experienced Guidance. Personal Relationships.
One Team.
Alpha Wealth Management & Planning brings together experienced financial professionals who believe good planning starts with understanding the person behind the numbers.
Novato & Santa Rosa Offices
Andrei Jigalin
Wealth Advisor & Co-Founder
Andrei has spent years building Alpha around personal relationships, thoughtful planning, and individualized financial guidance for families in Marin and Sonoma Counties.
Personalized Fiduciary Relationship
Novato & Santa Rosa Offices
JaSin Carlen
Wealth Advisor & Co-Founder
JaSin brings extensive financial experience, client relationships, and a collaborative perspective to help clients evaluate complex investment and retirement decisions.
Personalized Fiduciary Relationship
Andrei Jigalin, JaSin Carlen, and the Alpha team work collaboratively to help clients understand their financial picture, evaluate important decisions, and develop strategies around their individual circumstances and goals.
One team. A shared vision. Your financial future at the center.
Subject to regulatory compliance approval. Investment advisory services offered through registered entities.
LOCAL RELATIONSHIPS. BROADER PERSPECTIVE.
Financial Guidance Wherever Life Takes You.
With offices in Novato and Santa Rosa, Alpha serves individuals and families throughout Marin and Sonoma Counties and can meet remotely with clients when appropriate.
Novato Office
Marin County
In-person & Hybrid Appointments
Santa Rosa Office
Sonoma County
Alpha Wealth Management & Planning
Santa Rosa, CA
Serving Santa Rosa & surrounding Wine Country communities
Phone: (707) 852-5320
In-person & Hybrid Appointments
QUESTIONS ABOUT WORKING WITH ALPHA?
Frequently Asked Questions
Clear answers to help you understand how Alpha works with clients.
1. What does a financial planner do?
A financial planner helps you look at your overall financial picture and consider how investments, retirement, taxes, insurance, estate considerations, and other financial decisions may work together toward your goals.
2. When should I consider working with a financial planner?
There isn't one specific age. People often seek financial guidance as their finances become more complex, their income or assets grow, they experience major life changes, or retirement becomes a bigger priority.
3. Do I need to be wealthy to work with Alpha?
Financial planning can be valuable at different stages of life. A conversation with the Alpha team can help determine whether Alpha's services are appropriate for your circumstances and goals.
4. Can Alpha help me prepare for retirement?
Retirement planning is an important part of Alpha's work. The team can help you evaluate areas such as savings, investments, potential income needs, Social Security considerations, taxes, and long-term priorities.
5. Can Alpha manage my investments?
Investment management is one component of Alpha's broader financial planning and wealth management services. Strategies are based on each client's circumstances, objectives, time horizon, and risk considerations.
6. Does Alpha help with tax planning?
Tax considerations can be incorporated into the broader financial planning process. When appropriate, Alpha can also coordinate with a client's tax professional.
7. Can Alpha help with estate and legacy planning?
Alpha can help clients consider estate and legacy goals as part of their broader financial picture and coordinate with qualified legal professionals when legal advice or documents are required.
8. What should I bring to my first meeting?
Information about your goals, investment and retirement accounts, income, insurance, estate documents, and financial questions can be helpful. The Alpha team can provide guidance on what information to bring.
9. What happens during the first conversation?
It's an opportunity to get acquainted. Alpha will learn about your financial situation, priorities, and questions, and you'll learn more about Alpha's approach to determine whether working together may be a good fit.
10. Where is Alpha located?
Alpha Wealth Management and Planning has offices in Novato and Santa Rosa, California, serving individuals and families throughout Marin County, Sonoma County, and surrounding communities.
Still Have Questions?
THE FIRST STEP IS SIMPLE
What's Important to You?
A financial plan should begin with understanding your life, your priorities,
and the future you're working toward.
The first step is simply a conversation.
Serving Novato, Santa Rosa, Marin & Sonoma Counties, and virtual clients nationwide.
Alpha Wealth Management & Planning, LLC is an independent financial advisory firm dedicated to helping clients bring their financial life into clear focus.
Fiduciary Relationship Standard
Office Locations
Compliance & Licensing
Investment advisory services offered through registered investment advisory entities. Alpha Wealth Management & Planning, LLC provides personalized wealth planning and investment guidance tailored to individual client profiles.
Member FINRA / SIPC disclosures as applicable.
Educational & Legal Disclaimer
This material is provided for general informational and educational purposes only and is not intended as individualized investment, tax, or legal advice. Individual circumstances vary significantly. Please consult the appropriate financial, tax, or legal professional regarding your specific situation prior to implementing any strategy.
All final financial-services marketing copy, calls to action, disclosures, and downloadable materials are subject to review and approval by Alpha Wealth Management & Planning's designated compliance professional before publication. Past performance is no guarantee of future results.