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 approach that helps you see your financial picture from a coordinated perspective.

Our Advisors

  • Stefan L Reddrick

    Division Manager
    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. He is well versed in building portfolios and creating income strategies. Stefan holds a Bachelors’s degree in Accounting with minor degrees in Finance and Military Science. Stefan is FINRA series 7,24, 63, and 65 licensed.

     

    Division Manager/Financial Advisor

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    • Neal Quon

      Wealth Manager

      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.

    • James Rosenquist

      Referral Advisor

      • Dee Fix

        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.

        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.

      • Michael Lopez CFP

        Wealth Manager

        Glendora, CA

        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.