With over 50 years of combined financial services experience, Alpha Wealth Partners has built an organization on values of excellence, integrity, and putting clients’ needs first. We provide a comprehensive strategic approach that helps you see your financial picture from a coordinated perspective.
Stefan L Reddrick
Certified Financial Fiduciary
Stefan L. Reddrick has been in the financial services field since 1996 and is the branch manager of Alpha Wealth Partners Inc. He has a longstanding reputation as a specialist in the field of retirement planning and is well versed in building portfolios and creating income strategies. Stefan holds a BS in Accounting and Minors in Finance and Military Science. Stefan is FINRA series 7,24, 63, and 65 licensed.
- E: email@example.com
- P:(714) 905-5416
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Neal began his career in the financial services industry in 1997 and is a graduate of Texas Tech University with a Bachelor of Sciences degree in Family Financial Planning. He focuses at the intersection of goals-based financial planning and efficient cash/income management. As a wealth manager, Neal specializes in building and managing his client’s financial lives.
- E: firstname.lastname@example.org
- P:(714) 908-6449
- E: email@example.com
- P:(410) 744-1100
Deloris “Dee” Cinquegrani
Registered Sales Assistant, Enrolled Agent, Certified Financial Fiduciary
Dee joins Alpha Wealth Partners with over 10 years’ experience in the financial services industry. She is proud to call herself a “people person and lover of numbers”. Dee’s attention to detail really shows when organizing, analyzing and helping people design a financial roadmap based on a values-based approach. She has taken an oath as a Certified Financial Fiduciary that reinforces her pledge to always deliver unbiased advice and continuously serve in her client’s best interests.
Dee is currently President of the Irvine chapter of the American Financial Education Alliance (AFEA). You can always find her giving back to the community by teaching free financial education classes at local community colleges and libraries throughout Orange County.
Professional designations Include: *FINRA licenses 6, 63 *California life insurance agent *Enrolled Agent (a federally-licensed tax practitioner)
Away from business, you might see Dee biking in the canyons or roadways of South Orange County or enjoying her favorite baseball team – Anaheim Angels.
Eric A. Pettus
- E: Epettus@pdfgi.com
- P:(305) 778-3636
George Xavier Escobar
San Dimas, CA
George began his career in the financial services industry in 1997. Experienced in Wealth Management, Retirement Planning, Wealth Transfer and Family Protection Planning. George enjoys working with clients who are new to financial planning as well as the seasoned clients who are looking for a steady hand in their planning and life cycles. George is happily married with two children and especially enjoys religious fellowship and sports.
- E: firstname.lastname@example.org
- P:(909) 297-0930
Michael Lopez CFP
As a Wealth Manager, Michael oversees the financial planning and investment management for his clients. Born in Glendora, California, he proudly lives and works in Glendora. In 1986, Michael received several athletic scholarship offers and chose to attend UC Irvine and Cal State Northridge. Upon receiving his Bachelor of Science in Business Administration, Michael joined the family owned construction business with his father and honed his business management and financial skills. In 1995, his passion for finance and business led him into the financial services industry were he started his career advising clients.
- E: MLopez@awealthpartners.com
- P:(714) 905-5416
- E: Jesponisa@nextfinancial.com
- P:(305) 448-2020