Financial planning tailored to your goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Alpha+ Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Victor Villagracia  Profile Photo

    Victor Villagracia, CIMA, CRPS

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • KS
    • MA
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA

    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®).

        • Senior Retirement Plan Consultant
        • Certified Investment Management Analyst®
        • Chartered Retirement Plans Specialist℠
        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
      • Michael Yochum Profile Photo

        Michael Yochum, CFP, CRPS

        Senior Vice President–Wealth Management

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • IL
        • KS
        • MA
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OR
        • TN
        • TX
        • UT
        • VA
        • WA

        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®).

            • Senior Retirement Plan Consultant
            • Chartered Retirement Plans Specialist℠
            • CERTIFIED FINANCIAL PLANNER™
            555 California Street
            32nd/ 34th /46th Floor
            San Francisco, CA 94104
          • John Brunello Profile Photo

            John Brunello, CFS, AAMS, CRPS

            Senior Vice President–Wealth Management

            Senior Retirement Plan Consultant

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            • AL
            • AZ
            • CA
            • CO
            • FL
            • GA
            • ID
            • IL
            • KS
            • LA
            • MA
            • MI
            • NC
            • NJ
            • NV
            • NY
            • OR
            • PA
            • TN
            • TX
            • UT
            • VA
            • WA

            John brings decades 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 leverages that experience and a no-nonsense approach to personally assist organizations with their retirement plans as well as individuals and families manage their wealth through all stages of life.  John is a trusted advisor in areas such as retirement plan consulting, wealth management, financial planning, portfolio construction, college savings…  As a Senior Retirement Plan Consultant, John leads the team's retirement plan consulting practice and has earned the Certified Fund Specialist (CFS®), Accredited Asset Management Specialist (AAMS®) as well as the Chartered Retirement Plans Specialist (CRPS®) designations.  In addition, after completing a rigorous training program specific to addressing the needs of high-net-worth individuals, John earned the Wealth Advisor designation at UBS.

                • Senior Retirement Plan Consultant
                • Accredited Asset Management Specialist℠
                • Chartered Retirement Plans Specialist℠
                • Endowment & Foundation Consultant
                Financial planning
                Education planning
                Retirement planning
                Philanthropy
                Investing
                Retirement Plan consulting
                401(k) plan services
                555 California Street
                32nd/ 34th /46th Floor
                San Francisco, CA 94104
              • Elizabeth Sackett Profile Photo

                Elizabeth Sackett, CFP

                Senior Client Associate

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                • CA
                • OR

                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.

                    • CERTIFIED FINANCIAL PLANNER™
                    555 California Street
                    Suite 4650
                    San Francisco, CA 94104
                  • Ryan Woo Profile Photo

                    Ryan Woo

                    Client Associate

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                    • CA

                    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.

                      • University of California at San Diego, Economics
                        555 California Street
                        32nd/ 34th /46th Floor
                        San Francisco, CA 94104

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      Retirement planning

                      Multigenerational planning

                      Retirement plan sponsors

                      Estate planning strategies

                      Retirement Couple

                      Retirement readiness

                      Our Process

                      Life is unpredictable. Could we be better prepared?

                      For some of life's questions you're not alone. Together we can find the answer.

                      With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

                      Insights