LA JOLLA, Calif. – July 15, 2025 - In a move to enhance their wealth advisory and investment platform, leading independent registered investment advisory firm AlphaCore Wealth Advisory (AlphaCore), has appointed Dr. David Stubbs to the role of Chief Investment...
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AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services
The strategic partnership expands multi-generational family office capabilities across different client segments La Jolla, CA – March 25, 2025 – AlphaCore Wealth Advisory ("AlphaCore"), an independent registered investment advisory firm, announced today its...
Invest in Women, Invest in the Future
At AlphaCore, we aim to help our clients gain the confidence they need to be great investors. This month, we celebrate the women who are taking charge of their financial futures. Women control over one-third of U.S. household financial assets, with projections...
AlphaCore Wealth Advisory Expands Southern California Presence Through Merger with enTrust Wealth Advisors
AlphaCore continues to execute on its long-term growth strategy, adding new talent and resources. La Jolla, CA, January 30, 2025 – AlphaCore Wealth Advisory ("AlphaCore"), an independent registered investment advisory (RIA) firm, announced today its partnership with...
Eric Gerster In The News: Advisors’ Reactions to the 2024 Election Results
As 2024 Election Day results unfold, the wealth management industry is closely examining how changes in Washington, D.C. could affect everything from market dynamics to tax policies and regulatory landscapes. Historically, the...
Madeline Hume in the News: Index Funds vs Mutual Funds
What are the key differences between index funds and actively managed mutual funds? For each, there are distinct characteristics and suitability for different investors. In simple terms, index funds are passively managed and try to match the performance of market...
Dick Pfister in the News: Retirement Planning in 2024: Diversity in Investments Needed
"Despite the potential downsides, alternative strategies’ ability to generate positive returns or at least minimize losses during market downturns can be particularly valuable. This is especially true for retirees who rely on their portfolios for income and need...
Dick Pfister in the News: RIA Edge Podcast
AlphaCore’s Founder & CEO, Dick Pfister, joins WealthManagement.com’s RIA EdgePodcast with host David Armstrong to discuss the firm’s unique investment approach and growth journey. Dick shares insights from his early experiences in the financial industry, the...
AlphaCore Wealth Advisory Expands Denver Presence Through Merger with All Season Financial Advisors
New Partnership Brings Additional Expertise and Resources to Support a Growing Client Base in Colorado La Jolla, CA, October 16 2024 - AlphaCore Wealth Advisory (“AlphaCore”), a California-based, SEC registered investment adviser (RIA) firm, announced today the merger...
Troy Owens in the News: What is the 25x Rule for Retirement Savings?
Expertise plays a crucial role in successfully navigating the complex landscape of financial preparation within retirement planning, where knowledgeable decision-making can significantly impact long-term financial security. AlphaCore Wealth Planner Troy Owens was...
Dick Pfister in The San Diego Union-Tribune: How to Build Wealth in 2024
The onset of a new year presents an excellent opportunity to potentially optimize your wealth planning strategy. The San Diego Union-Tribune sought insights from Dick Pfister, CAIA, CEO and founder of AlphaCore Wealth Advisory, to help investors build wealth in...
AlphaCore in Alternatives Watch: California Wealth Advisor Partners for Alts Expansion in the RIA Space
Earlier this month, AlphaCore Wealth Advisory in California secured a strategic investment from Constellation Wealth Capital, an alternative asset management platform, marking Constellation's inaugural investment since its establishment in early 2023. To explore the...