Novato, CA De Long Ave. Office

Robert Atkins is a financial advisor at Alpha Wealth Management and Planning LLC with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alpha Wealth Management and Planning and LPL Financial since 2015. Atkins is also involved with a separate business focused on tax preparation and accounting services under Wealth Strategies. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and it sponsors its own wrap fee program with multiple platform tracks.

William Bomar is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA. He holds the Series 66 designation and has 20 years of industry experience, including roles at Applied Financial Planning, Inc. and LPL Financial, LLC where he has been active for the past 10 years. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach integrating fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients.

Jasin Carlen is an advisor at Alpha Wealth Management and Planning LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2010. In addition to his advisory role, he provides non-variable insurance focusing on long-term care, life, and disability coverage. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm uses a primarily long-term investment approach that incorporates multiple types of analysis to build diversified portfolios, with ongoing account review and tax-efficient strategies.

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 work includes roles at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member for the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement consulting, and specialized advisory services. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios and sponsors its own wrap fee program with technical and fundamental platform options.

Penny Bacharach is a CFP® professional with over 41 years of industry experience. She is currently with Alpha Wealth Management and Planning LLC, where she has been since 2015, and has also been associated with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including investment management, financial planning, retirement plan consulting, and specialized advisory work. The firm manages diversified portfolios with a primarily long-term investment approach, incorporating multiple analysis techniques and offering tax-efficient asset management alongside its own wrap fee program.