Alpha Financial Advisors, LLC

Eric Hess is a CFP® and ChFC® credentialed financial advisor at Alpha Financial Advisors, LLC with 18 years of industry experience. He has been with Alpha Financial Advisors since 2001. Alpha Financial Advisors serves individual and high-net-worth clients, providing life-centered financial planning and comprehensive services including investment management, retirement planning, tax and cash-flow analysis, insurance counseling, and estate-planning coordination. The firm employs a discretionary portfolio management approach that integrates modern portfolio theory with fundamental, technical, quantitative, and qualitative analysis, focusing on customized relationships and institutional-quality manager selection.

Leslie Tovar Rosado is a financial advisor at Alpha Financial Advisors, LLC with four years of industry experience. She holds the Series 65 designation and previously worked at LPL Financial from 2016 to 2018 before joining Alpha Financial Advisors. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a pension/profit-sharing plan, generally working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management using a combination of modern portfolio theory and multiple analytical approaches to provide tailored investment strategies.

Caroline Hess is a financial advisor at Alpha Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Alpha Financial Advisors, she worked at Optomi and held roles at East Carolina University and The Golf Club at Lansdowne. Alpha Financial Advisors serves individual and high-net-worth clients, including a pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive, life-centered financial planning and discretionary portfolio management, combining modern portfolio theory with a range of analytical approaches to tailor strategies to clients’ goals and risk tolerance.

Culley Hess is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Alpha Financial Advisors, LLC since 2019. Prior to his advisory role, he held positions at Sage Outdoor Adventures, Augusta County Clerk of Court, the U.S. Census Bureau, ePlus Technologies, James Madison University, and Loudoun County Public Schools. Alpha Financial Advisors serves individual and high-net-worth clients, generally those with at least $500,000 in investable assets, providing life-centered financial planning and comprehensive services including investment management and retirement planning. The firm uses a discretionary, fee-only approach that combines modern portfolio theory with fundamental and quantitative analysis, focusing on customized relationships and selecting top-ranked managers from a broad institutional universe.

Nirvan Khaksarfard is a financial advisor at Alpha Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and has been with Alpha Financial Advisors since 2022. Prior to his advisory role, he was a student for ten years. Alpha Financial Advisors serves individual and high-net-worth clients, as well as a single pension/profit-sharing plan, typically working with households meeting a $500,000 investable assets guideline. The firm offers comprehensive financial planning and investment management using a combination of modern portfolio theory and various analytical techniques, focusing on customized, long-term strategies with an emphasis on cost and tax efficiency.