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Asti Financial Management

4.5 (17 reviews)
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Services - Asti Financial Management

Investment management

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2 years ago

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Julie A.

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4 years ago

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Julie A.

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5 years ago

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Julie A.

I have never worked with a Marie F. from Santa Fe, NM

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14 years ago

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16 years ago

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5 years ago

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9 years ago

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8 years ago

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16 years ago

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7 years ago

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15 years ago

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Julie A.

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15 years ago

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18 years ago

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16 years ago

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13 years ago

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12 years ago

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16 years ago

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Review Highlights - Asti Financial Management

As would be expected in the profession, Julie is a quick thinker who keeps appraised of market conditions.

Mentioned in 16 reviews

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Autumn R  Kruse, CFP - Autumn Kruse

Autumn R Kruse, CFP

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Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.

Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

Alpha Wealth Management and Planning - Alpha Wealth Management & Planning Team

Alpha Wealth Management and Planning

(11 reviews)

We are so appreciative of Andrei and the entire team at Alpha Wealth Management for getting us on…read morethe right track with our financial future. It feels like a huge weight has been lifted now that we have everything in place -- life insurance, a trust, and all of our investments managed together in one portfolio that actually fits our goals. We recently welcomed a baby girl, and it brings us peace of mind knowing she'll be taken care of if anything ever happens to us. The Alpha Wealth team has been incredibly patient and kind, giving us gentle reminders to get paperwork in when life got busy. They were quick to respond whenever we needed something, even same-day tax documents, and were so understanding when we made mistakes, always helping us find solutions. It's obvious they truly care about their clients and take pride in what they do. We can't recommend Alpha Wealth Management enough to anyone looking for trustworthy, compassionate, professional financial guidance

Andrei Jigalin of Alpha Wealth Management is a certified financial planner (CFP). The world is…read morethick with them. Why Andrei? I'm not a money guy. I don't read Forbes for fun. For my financial planner, I need someone I can trust without thoroughly understanding all the ins and outs, all the back story behind various investment strategies. I need someone who is patient and can speak plainly and clearly to me about the reasons for one strategy over another and the ramifications of any plan and guide me to the wisest choice. In short, I need Andrei. I have known Andrei for years, and during that time have often been impressed with his professionalism, his know-how, and his kind, patient, and friendly manner. Listening to his presentations before various groups has further nurtured my confidence. Now I have invested some of my retirement funds with Andrei, and plan to increase my investment over the next several years. I know that is one of the smartest financial decisions I have ever made.

Asti Financial Management - investing - Updated May 2026

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