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Alpha Wealth Management & Planning, LLC

Welcome Keith Wheeler


Alpha Wealth Management and Planning is proud to announce the hiring of Keith A Wheeler as a Financial Advisor to the Novato office. Mr. Wheeler brings 35 years of investment experience to Alpha after having specialized in Taxable Fixed Income with several Wall Street firms. He was a Director of Fixed Income at RW Baird, Vice President at Lehman Bothers and Legg Mason over the course of his career.  Most recently Mr. Wheeler was working locally, with Morgan Stanley as a Financial Advisor in Santa Rosa. His extensive knowledge of Fed Policy, taxable fixed income, mortgages, insurance, and the equity markets will make him a fine addition to the team at Alpha Wealth Management and Planning.