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.
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 Wealth Management & Planning helps you step back, understand how those pieces connect, and make more informed decisions about what comes next.
The Alpha Convergence Model
Clarity, Purpose & Direction
Connecting Every Aspect of Your Financial Life
Having accounts in different places isn't the same as having a unified strategy. Hover over or select any pillar below to explore how Alpha brings these pieces together.
Investments
Growth, risk alignment & asset allocation
Building an investment strategy designed around your specific time horizon, liquidity needs, risk tolerance, and long-term financial goals.
Your Financial Plan Should Reflect What Matters to You.
Active Listening
We prioritize understanding your values, family dynamics, goals, and priorities before discussing portfolios or strategies.
Independent Perspective
Financial planning centered around your individual circumstances and goals rather than proprietary financial products.
Long-Term Relationship
Ongoing conversations as life circumstances, financial markets, and personal priorities evolve over time.
Start With Your Goals, Not a Product.
Financial planning doesn't have to feel complicated. Good financial guidance begins with listening and follows a clear, collaborative 3-step process.
Understand
We listen to your goals, priorities, questions, family circumstances, and current financial picture before evaluating any strategies.
Plan
We help bring the different pieces together into a cohesive financial plan and evaluate strategies based on your unique circumstances.
Review & Adapt
As life changes, we continue reviewing your plan and helping you evaluate what comes next as priorities and markets evolve.
Frequently Asked Questions
Clear answers to help you understand how Alpha works with clients.
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.
Building & Growing Wealth
For professionals, families, and business owners who want their growing financial resources working toward clearly defined goals.
Preparing for Retirement
Bring investments, income planning, Social Security, taxes, healthcare considerations, and lifestyle goals into a coordinated picture.
Living in Retirement
Manage sustainable retirement income, tax-aware withdrawal strategies, lifestyle decisions, and legacy plans.
Navigating Transitions
Targeted financial clarity during major changes such as selling a business, career shifts, inheritance, or family evolution.
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.
Financial Clarity Guide
Alpha Wealth Management & Planning
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.
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.
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.
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 (Main)
690 De Long Ave., Suite 300
Novato, CA 94945
Santa Rosa Office
Santa Rosa, CA
Serving Santa Rosa & surrounding Wine Country communities
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.