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120 Stony Point Road
Suite 215
Santa Rosa, CA 95401


350 Ignacio Boulevard
Suite 105
Novato, CA 94949



At Alpha Wealth Management & Planning, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Offices in Marin and Sonoma Counties. Novato and Santa Rosa, CA


Andrei will take the time to listen to you and understand your goals and dreams. Andrei will help you build a plan to get back on track toward reaching them. He is based in Novato, California with offices in Santa Rosa.

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Matt considers it a blessing to be able to help so many people pursue their dreams, work toward their goals and in general just have confidence regarding their finances.

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As a financial advisor with Alpha Wealth Management and Planning, Dwayne Arakaki provides independent, unbiased and objective financial advice to clients. As an independent advisor, he is not constrained to using any proprietary...

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Penny Chin Bacharach, CFP®

LPL Registered Principal/Financial Consultant


MY APPROACH With over 25 years of investment experience, there is no doubt the investment climate has never been more exciting or more challenging than it is today. To take advantage of all available opportunities, investors need two...

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Jack Atkins, Financial Advisor 707.578.4050 Helping investors pursue their goals and dreams has been a focus of Jack for the last 37 years. He has joined the Alpha Wealth Management and Planning team to help...

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