Plan for tomorrow today!
Plan for tomorrow today!
We have years of experience helping clients prepare for the unknown
while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Stella has more than 20 years of experience working for the Fortune 100 companies including Wells Fargo Bank and Standard Chartered Bank as a corporate finance and accounting executive in building, leading, and advising corporations through financial planning and business strategies, budgeting and forecasting, asset/liability management,
Stella has more than 20 years of experience working for the Fortune 100 companies including Wells Fargo Bank and Standard Chartered Bank as a corporate finance and accounting executive in building, leading, and advising corporations through financial planning and business strategies, budgeting and forecasting, asset/liability management, treasury, mergers and acquisitions, capital markets transactions and accounting closes.
Stella graduated from the Marshall School of Business of USC with Master of Business Administration, Corporate Finance & Investment and is a Certified Public Accountant (CPA) in the State of California.
Prior to joining Alfa Investment Group, Nancy had worked for a few of the largest securities firms in the West Coast for more than 40 years as a Sr. Accounting and Finance executive.
Nancy is skilled in Corporate Accounting and Finance, Risk Management, Financial Planning, and Financial Statements and KPI Analysis.
Nancy's broad experie
Prior to joining Alfa Investment Group, Nancy had worked for a few of the largest securities firms in the West Coast for more than 40 years as a Sr. Accounting and Finance executive.
Nancy is skilled in Corporate Accounting and Finance, Risk Management, Financial Planning, and Financial Statements and KPI Analysis.
Nancy's broad experience in the financial services industry enables our firm to provide the best customer advisory services in the fields of investment banking, investment accounting and finance.
We also work with a team of seasoned experts in Accounting, Finance, Corporate Governance, Capital Markets, Securities and Securities Law, Mergers and Acquisitions.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
ALFA INVESTMENT GROUP
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