Moran~Namm Group - UBS Financial Services Inc.

We can help you embrace your financial future

We can help you embrace your financial future

Alpha Wealth Management Group, located in San Jose, CA, is a team of experienced professionals dedicated to building lasting relationships with their clients. They prioritize listening and understanding their clients' priorities and concerns, working together to create customized strategies that align with their clients' goals and vision for the future. With a commitment to quality client service, Alpha Wealth Management Group aims to be their clients' primary source of financial advice. Led by Eric Susantio, a Senior Vice President and Wealth Management Portfolio Manager, the team focuses on liquidity management and offers a comprehensive range of investment advisory and brokerage services to help clients confidently pursue their life goals.Generated from the website