Broker Check
Alan Baca

Alan Baca

Financial Advisor

Alan is the Founder and CEO of Alpha Whiskey. He provides strategic counsel to families and entrepreneurs, including Set-Up and Best Practice Consultation, Global Custody and Prime Brokerage, Consolidated Portfolio Reporting, Liability Management, and all aspects of client balance sheet needs. Alan proactively coordinates efforts and planning with our clients' CPA, estate planning attorney, insurance and other advisors. Previously, Alan ran a nearly $3B wealth management practice in Southern California for a Wall Street firm. He previously advised clients in commercial real estate matters at Jones Lang LaSalle and The Staubach Company. Alan graduated from the US Naval Academy with a BS in Economics and from UCLA Anderson with an MBA with specialties in both Finance and Entrepreneurship. Alan holds FINRA Series 7, 9, 10, 31 and 66  licenses.  Alan also serves as the Head of Investor Relations for Verde Equity Partners.  He has spent 24 years in active and reserve service in the US Navy and is currently will retire as a Captain/O6. Alan serves on the board of directors of the San Diego Air & Space Museum and the finance committee for the San Diego Humane Society.  Alan is active in YPO.