Expert Advisors
ABOUT
Andrew F. Kotyuk started Alpha Wealth Management in 2011 to provide wealth and financial advice across all aspects. They were driven in no small part to create Alpha by their intense dissatisfaction with traditional wealth management providers: private banks, financial services firms, trust companies, etc. Though great advisors existed within those institutions, the institutions themselves had grown into a hub for the distribution of financial and investment products sold under the guise of advice.
Alpha Wealth Management is a Registered Investment Adviser and was founded by Andrew F. Kotyuk and Dr. Jim Estes in 2011. Our alliance with multiple custodians and recordkeepers provides a state of the art platform allowing us to offer wealth advice and financial management services across all aspects.
TEAM
Get to Know Us
ANDREW KOTYUK CIMA
Andrew achieved his CIMA certification through IMCA and the Wharton School of Business and formerly was a prior student of Dr. Estes through California State University San Bernardino. With fifteen years of experience including Wall Street Firms such as Merrill Lynch and Wells Fargo he partnered with Dr. Estes to form Alpha Wealth Management, LLC. His financial acumen has led to being elected chairman for several boards including Central County United Way, Ramona Bowl, Three Peaks Boy Scouts District, and the Riverside Transit Agency. Since 2010, he has been elected to the San Jacinto City Council where he has served as Mayor several times. Accomplishments including balancing the City’s budget for the first time in a decade, leading Riverside Transit Agency’s and Metrolink’s fuel hedging strategy and committee saving millions of tax payer dollars. He is married to his best friend, Amanda and they are blessed with three adorable children.
FIDUCIARY OATH
As a CERTIFIED FINANCIAL PLANNER™ I have chosen to be held to the fiduciary standard at all times. This means that I am ethically and legally bound to do what is in the best interest of my clients at all times.