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Achieving your goals

It starts with insightful advice

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.Whether you’re facing retirement—or looking to better understand certain investment ideas—I can help you address your most pressing money questions.

At Alcala Wealth Management, I make no assumptions about my clients. It's vital to take a holistic approach to wealth management, and that’s why I commit to clearly understand all you hope to achieve with your financial goals and beyond. It is my purpose to provide you with the insight and perspective that—over time—can make a valuable difference in your life. Whether it's to protect your estate for the next generation—or contribute to the philanthropic causes that mean so much. I strive to provide the guidance you need to gain clarity—weigh your next steps—and choose a strategy you can depend on.

Serving the Santa Cruz, Monterey, & San Francisco Bay Area Communities

Daniel Alcala

Financial Advisor

The Rundown Money saving tip: I married a fantastic cook! My wife loves to cook, and our children and I are the beneficiaries, which results in fewer restaurant bills. First job: Scooped ice cream. Minimum wage was $4.25 back then, and...

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