Today, more than ever before, rapidly changing markets and a new financial reality demand practical, relevant and straightforward advice. The Alpha+ Group is a specialized wealth management and retirement plan consulting practice led by four advisors and two registered associates. Collectively, we have more than 100 years of investment industry experience, and a broad range of expertise enabling us to see opportunity in today’s uncertain world. Our personalized and time-tested process offers our individual and institutional clients a comforting approach to guiding all the complex financial decisions related to the accumulation, preservation and transfer of wealth.
Allan L. Grimm
First Vice President - Wealth Management
Al’s 20 plus years with UBS and his prior years of experience as president and CEO of a Bay Area food company have made him a trusted and sought after wealth management advisor. This leadership has allowed him to assemble a strong team of investment professionals with a broad range of experience and expertise. With wise financial advice, a personal touch and calm manner, Al has focused his considerable skills on defining specific investment objectives, developing tailored investment strategies and monitoring portfolio performance for many of the team’s long-standing clients.
Victor Villagracia, CIMA®, CRPS®
As a co-founder of the Alpha+ Group, Victor draws on his 20 plus years of investment industry experience to develop and monitor the team’s investment consulting process for both institutions and individuals. Institutionally, he works on fiduciary/trustee liabilities for endowments, foundations, pension plans, profit-sharing plans and their individual participants. He also heads the retirement plan consulting practice. Victor has earned the Wealth Advisor and Senior Retirement Plan Consultant designation and is a Certified Investment Management Analyst (CIMA®), an Accredited Investment Fiduciary (AIF®) and a Chartered Retirement Plans Specialist (CRPS®).
AL, AZ, CA, CO, FL, GA, IL, KS, MA, MI, NJ, NM, NV, NY, OR, TX, UT, VA, WA
Michael Thomas Yochum, CFP®, CRPS®
With nearly 30 years of wealth management experience, Mike’s primary responsibility is centered on sophisticated legacy planning for affluent individuals and families and retirement plan consulting. He coordinates with other professional advisors to provide integrated estate, tax and philanthropic strategies and has assisted both individual clients and non-profit organizations in setting up charitable trusts and private foundations. Mike has earned the designation of Wealth Advisor, Chartered Retirement Plan Specialist (CRPS®) and Certified Financial Planner™ (CFP®).
AL, AZ, CA, CO, FL, GA, HI, IL, KS, MA, MI, NJ, NM, NV, NY, OR, TX, UT, VA, WA
John Brunello, CFS®, AAMS®, CRPS®
John brings more than a decade of private investing experience to his position with the Alpha+ Group. As a result, John has been a sought-after industry speaker, been quoted in leading business and trade publications (including Investor’s Business Daily), and been a featured guest lecturer at The George Washington University in Washington, DC. John is a trusted advisor to select individuals, institutions and high net-worth families, in areas such as retirement plan consulting, wealth management, financial planning, mutual fund portfolio construction and college savings. As a Senior Retirement Plan Consultant, John leads the team's retirement plan consulting practice and has earned the Certified Fund Specilist (CFS®), Accredited Asset Management Specialist (AAMS®) as well as the Chartered Retiremetn Plans Specilist (CRPS®) designations.
AL, AZ, CA, CO, FL, GA, HI, ID, IL, KS, LA, MA, MI, NC, NJ, NM, NV, NY, OR, TX, UT, VA, WA
Elizabeth H. Sackett, CFP®
Senior Registered Client Service Associate
CERTIFIED FINANCIAL PLANNER
Having spent more than 15 years in the industry, Elizabeth has extensive knowledge of financial services and how best to offer those services to the benefit of Alpha+ Group clients. As a Certified Financial Planner™ holding Series 3, 7, 63, and 65 licenses, as well as insurance licenses, Elizabeth oversees all the operational and administrative duties of the team and helps clients leverage the many benefits of their relationship with the Alpha+ Group and UBS. She focuses her efforts on providing the highest in personalized service to individual and institutional clients.
Ryan N. Woo
Client Service Associate
Ryan, assists in the coordination and execution of investing, operational, account maintenance and administrative activities related to the client service process. Prior to joining the Alpha+ Group, Ryan served UBS as the Business Analyst for the Northwest Region where he earned his Series 7 and 66 licenses. A San Francisco native, Ryan earned his degree in Economics from the University of California at San Diego. Ryan is instrumental in fostering the team's strong client relationships and delivering the high level quality service expected from the Alpha+ Group.