Broker Check

Alpha Partners

Wealth Management


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Sean Zhao, CFA®

Managing Partner

(561) 869-5182

(561) 948-1112

For me, it’s all about building a trusted long-term relationship with my clients and their families. I cherish these relationships and ensure their interests always come first. I work with business owners and high-net-worth...

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Eric Zhu, MBA, CFP®

Managing Partner

(561) 451-5012

(561) 869-5181

It is my passion and goal to help my clients achieve their financial dreams and goals by providing excellence in all that I do. I do so with a dedication to the highest standard of fiduciary care and an approach marked by warmth,...

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