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Welcome to
alfonso|conrad
Independent Financial Advice

Alfonso|Conrad offers comprehensive solutions through a spectrum of financial services. From helping to grow your wealth through investment strategies, planning for your family’s future, and preparing for retirement, Alfonso|Conrad is the preeminent advisor offering independent financial advice.

Financial Guidance

Whether you’re fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with independent financial advise and a personalized plan.

Investment Strategy

Put your money to work through a disciplined investment strategy. Contact us for a complimentary consultation.

Educators

With over 30 years combined experience we know the ins and outs of your STRS, PERS and 403(b) plan. Let us help you understand all the options available to you.

Retirement Planning

Secure your future with a structured retirement plan. Learn more about our retirement planning services.

Our Services

At alfonso|conrad, we’ll work one-on-one with you to formulate a plan that takes into account the changing economic marketplace, your current situation and all your goals and dreams for the future. Plus, we’ll periodically review your strategy with you to make sure you’re on track for success.

Ready to get your financial plan in motion?

Investments

Growing your wealth requires patience and foresight. With our investment strategies, we’ll help you build long-term plan through short-term planning.

Businesses

As a business owner, you have your company needs to consider along with your own personal financial goals. At alfonso|conrad we understand your specific requirements, and can recommend the right plan for you based on your unique needs. From 401(k)s to small business retirement plans to strategies for the self-employed , we’ll help you to prepare for a better future for you and your employees. Get your business on the road to success.

Individual and Families

A new job. An addition to the family. Purchasing a home. Retirement. Life brings about both joyful milestones and difficult challenges that affect your financial situation. So it’s imperative that you make good decisions now to prepare for these events, both planned and unexpected.

Retirement

At alfonso|conrad we will educate you on planning for the future and get you excited for what’s to come. From setting up an IRA to income planning to 401(k)/IRA/403(b) rollovers we will be your partner in every step along the way.

Educators

At alfonso|conrad we have specialized in financial planning for California’s educators since 1996. This means we truly speak your language: from CalSTRS and CalPERS to Roth IRAs and 403(b) Plans, we have the kind of extensive experience you need to make sense of the options available to you.

Public Employees

We can assist you with 457 plan choices and Retirement Planning. Together we'll formulate a unique plan of action based on your needs and retirement income sources.