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120 Stony Point Road
Suite 215
Santa Rosa, CA 95401

707.524.7523
[email protected]

350 Ignacio Boulevard
Suite 105
Novato, CA 94949

415.506.4569
[email protected]


Summer 2013 Newsletter

| September 10, 2013
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September 10, 2013

 It’s hard to believe that summer is wrapping up.  I wanted to reach out and take a few minutes to update you on what Alpha Wealth Management and Planning has been up to this summer.

 I had the great opportunity to go to San Diego to LPL Financials National Conference. By far the most impressive conference I have ever attended, beginning with the keynote speakers General Colin Powell and Economic Editor of the Economist, Zanny Minto-Beddoes.  I spent four days attending many of the hundreds of breakout sessions focusing on efficiency, technology and investment insights.  I am excited to share details in person when we meet.

 In July, my business partner, Matt Fannin and I met with eight Vice Presidents and/or Investment Specialists to review our overall investment process and products we are offering our clients.  We have assembled what I consider best in class investment research, as well as access to additional products and tools to better serve you.  We will continue to meet with this group quarterly as well as our bi-weekly investment committee meetings to make sure I am staying current with market conditions in order to give you real time investment advice culled from the very brightest minds in the business.

 I will continue to hold quarterly calls and have investment specialists give us their viewpoint on the market to keep you informed of the current conditions and opportunities.

 In July, we also hosted our 1st Annual Education and Celebration event with close to 100 attendees.  Everyone who attended provided positive input on how informative and educational the sessions were and only wished they could attend all the breakout sessions.  A great waterfront brunch was enjoyed by all after the information sessions.  Thank you to all who attended.  If we didn’t see you, we hope you will attend next year!

 Technology Update! LPL Financial has also rolled out a new client website Account View, which is completely redesigned and accessible from any computer, tablet, or smartphone.  Account View is your secure, convenient, 24-hour online access to investment account information.  I am very excited about the ease of use, accessibility and information being provided and hope you will also.  I will be sending instructions on how to access the new website in an email. Please call or stop by the office if you have any questions.  

 My goal is to build my practice through referrals from clients like you.  Most people prefer to choose a financial advisor through a recommendation from someone they know.  Thank you in advance for making a referral and a difference. 

 Thank you again for your business and support you have given me and Alpha Wealth Management and Planning.  Remember I am always here to help and I look forward to speaking with you in the near future.

 

 

Andrei Jigalin, CFP® 

Financial Advisor

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