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Andrei J

CFP®, Series 63

Novato, CA

Alpha Wealth Management And Planning LLC

Andrei Jigalin is a CFP® with 30 years of industry experience, currently serving as an advisor at Alpha Wealth Management and Planning LLC. He has been with the firm since 2012 and also maintains an affiliation with LPL Financial. Alpha Wealth Management and Planning serves individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers investment management, financial and retirement plan consulting, and specialized advisory services, employing a primarily long-term investment approach with a mix of fundamental and technical analysis.

General retirement planning Charitable giving & philanthropy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive
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