Alpha Wealth Management And Planning LLC

Robert Atkins is a financial advisor with Alpha Wealth Management and Planning LLC in Santa Rosa, CA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Alpha Wealth Management and Planning and affiliated with LPL Financial since 2015. Outside of advisory work, he is involved in a tax preparation and accounting business. Alpha Wealth Management and Planning serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management, financial planning, and retirement-plan consulting. The firm employs a multi-year investment approach using both fundamental and technical strategies, operates two distinct portfolio platforms, and sponsors its own wrap fee program, managing approximately $356 million in client assets through a five-advisor team.

William Bomar is a Series 66-credentialed financial advisor with 19 years of industry experience. He is currently with Alpha Wealth Management and Planning LLC in Novato, CA, where he has worked since 2016, concurrently affiliated with Applied Financial Planning, Inc. and LPL Financial, LLC. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a multi-year investment approach using both a Modern Portfolio Theory–based fundamental platform and a proprietary technical risk platform, managing approximately $356 million in client assets through a five-advisor team.

Andrei Jigalin is a CFP® with 29 years of industry experience, currently serving at Alpha Wealth Management and Planning LLC since 2012. He is also affiliated with LPL Financial and holds a Series 63 license. Outside of his advisory role, he has involvement in non-investment-related real estate rental activities. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a dual-platform investment approach that combines Modern Portfolio Theory and a proprietary dynamic risk model, and it sponsors its own wrap fee program while managing approximately $356 million in assets across a five-advisor team.

Jasin Carlen is a financial advisor with Alpha Wealth Management and Planning LLC in Corte Madera, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial LLC since 2010 and joined Alpha Wealth Management and Planning in 2023. In addition to advisory work, he provides non-variable insurance benefits focused on long-term care, life, and disability. Alpha Wealth Management and Planning serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a multi-year investment approach with both fundamental and technical portfolio platforms and sponsors its own wrap fee program, managing approximately $356 million in client assets across a five-advisor team.

Keith Wheeler is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member of the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension plans, charitable organizations, and businesses, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a multi-year investment process using both fundamental and technical approaches, sponsors its own wrap fee program, and manages approximately $356 million in client assets across a five-advisor team.

Penny Bacharach is a financial advisor with Alpha Wealth Management and Planning LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 40 years of industry experience and has been with Alpha Wealth Management since 2015, also maintaining a long-term affiliation with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-year investment approach using both fundamental and technical strategies, offers discretionary and non-discretionary portfolio management, and sponsors its own wrap fee program, managing approximately $356 million in client assets across a five-advisor team.