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Welcome to
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.


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?