What feels confusing?
Tell me which parts of learning about saving and investing feel unclear, and where you usually look for information.
Aim for
financial
independence.
I’m developing Alpha Investment Management with young professionals like you in mind. Before launch, I’d love to hear what you find confusing about investing—and what kind of support you would value.
Share your perspectiveAlpha Investment Management is a planned advisory business. It is not registered as an investment adviser and is not currently offering advisory services.
FIRE
Financial Independence, Retire Early.Freedom to choose what comes next.
01 / THE IDEA
Building your career.
Figuring out your money.
You’ve invested in your education and career. Figuring out what to do with your money can still feel unfamiliar.
If you’re in your 20s or 30s and new to investing, I’d like to understand your questions, priorities, and experiences as I develop the business.
No investing experience needed to share feedback.02 / YOUR PERSPECTIVE
Help shape
a useful service.
I’d love to hear what you would value from a future advisory service: where you’d like support, how you’d prefer to work together, and what would help you feel confident taking the next step.
03 / A CONVERSATION
Help shape
what comes next.
Tell me what you would want from a future advisory service. You can share your experiences, ask about the idea, and help shape what comes next. This is a general feedback conversation and won’t include personal investment advice.
- Time
- Up to 30 minutes
- Cost
- Free
- Format
- In person or by phone
I’m based in Downtown Los Angeles (DTLA) and can meet in surrounding areas. I’ll confirm a convenient time and location with you.
Text me to share feedbackNo commitment, deposit, or account information needed.
What would feel useful?
Share what you would value in a future service, how you’d like to communicate, and what would make you comfortable asking questions.
Help me understand.
Your perspective can help shape the idea. There’s no obligation to become a client, and I won’t provide portfolio recommendations or take trading authority during these conversations.
04 / MEET ADAN
A real person.
A clear conversation.
A little bit about me.
Adan Salcedo, CFA, CPA
UCLA graduate Harvard MBA
- CFA charterholderChartered Financial AnalystA professional designation focused on investment analysis, portfolio management, and ethics.
- CPACertified Public Accountant
Hi, I’m Adan. I’ve worked in accounting at EY, mergers and acquisitions at BDO, and strategy consulting at Boston Consulting Group.
I’ve been investing my own money in the stock market for more than 20 years.
I graduated with Latin honors in Business Economics from UCLA and earned my MBA at Harvard Business School. My aim is to make financial conversations approachable and connect your money decisions to the life you want to build.
For now, I’d welcome your perspective as I develop the business. Your experiences and feedback can help shape what comes next.
05 / GET IN TOUCH
Your perspective.
A welcome starting point.
Text me or email me if you’d like to share general feedback on the planned business or request a launch update. There’s no obligation to become a client.