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 Charles Schwab as our firm’s primary custodian provides a state of the art platform allowing us to offer wealth advice and financial management services across all aspects.
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.
Financial Advisor/Compliance Manager
As an Investment Advisor and Wealth Manager, investments management and asset allocation are at the core of what I do for my clients. With years of experience under my belt, I learned that clients do not care about how much I know about Finance, until they realize how much I care about them, their families and their short-term and long-term goals. With that being said; I invite you to learn more about Me and Alpha Wealth Management. Read the bios of my team on our website Alpha-Wealth.com. Send me an email or give me a call. No matter what your situation, I will always strive to find a way to provide value to you and your family.
I am a former student of Dr. Jim Estes through California State University, San Bernardino. While enrolled in the finance and accounting program; Iparticipated in money management projects through CSUSB before graduating with a bachelor’s degree in Finance & Accounting in June 2013. Prior to graduating; I attended College of the Desert where Igraduated with an Associate Degree in Business Administration. I have been active as an Investment Advisor since 2014, and currently, I am enrolled at Yale School of Management, where I am pursuing a CIMA Designation (Certified Investment Management Analyst).
JUSTIN DALE YOUNG
Financial Advisor/Communications Director
Justin was a former student of Dr. Jim Estes at California State University, San Bernardino. While at CSUSB, Justin participated in the management of the CSUSB Student Managed Investment Fund. After completing his Bachelors in Finance, Justin acquired his Series 7, 63, and 65 securities licenses as well as his insurance licenses (inactive) for Life and Health, as well as Property and Casualty. His background prior to his work in financial services was in agriculture and construction. He had the unique experience of working on the family farm and nursery operations from a very young age, and later developed roles in administration and project management. He is happily married to his wife Kelliann, and they are raising three adorable children, in the same area of Southern California that his family has called home for three generations.