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Your Trusted Financial Planning Partner
Established to address the challenges of finding reliable accounting services, Alpha Beta Delta & Gamma provides comprehensive financial solutions tailored to individuals, families, and businesses. Our team combines expertise in accounting, tax preparation, financial planning, and insurance to deliver personalized care for every client. With a focus on accuracy and timeliness, we handle complex financial matters while prioritizing client education to prevent errors. Our services extend to retirement planning, investment management, and risk assessment, supported by professionals holding certifications such as CFA, CFP, FRM, and CPA.We emphasize the importance of early financial planning through educational case studies demonstrating the power of compounding. By partnering with trusted institutions and offering 24/7 accessibility, we ensure clients receive actionable advice and customized solutions. Our commitment to continuous learning and client-centric approaches distinguishes us in addressing diverse financial needs.
Services
Accounting Services
Tax Preparation
Financial Planning
Insurance Solutions
Investment Management
Retirement Plans
Estate Planning
Risk Assessment
Highlights and features
- Certified experts with CFA, CFP, FRM, and CPA credentials
- 24/7 accessibility for urgent accounting and insurance needs
- Customized retirement plans including 401(k) and SEP options
- Proven educational frameworks demonstrating compounding benefits
- Partnerships with major financial and insurance institutions
Associations and certifications
- CFA
- CFP
- FRM
- CPA
Services
Accounting Services
Comprehensive accounting solutions including tax preparation, financial statement analysis, and compliance management. Our certified professionals ensure accurate reporting and timely filings for individuals and businesses. Leveraging advanced risk assessment frameworks, we optimize financial processes while maintaining regulatory adherence.
Retirement Planning
Customized retirement solutions featuring SEP, 401(k), and defined benefit plans. We collaborate with TPAs and financial institutions to design scalable strategies aligned with business goals. Our compounding analysis tools demonstrate long-term wealth-building potential through systematic contributions.
Investment Management
Active asset management combining risk expertise with personalized investment strategies. Services include portfolio optimization for high-net-worth individuals and institutional clients. We apply modern portfolio theory principles to balance growth objectives with risk tolerance levels.
Insurance Solutions
Comprehensive insurance brokerage for health, life, disability, and business liability coverage. We represent major carriers to secure competitive policies for personal and corporate clients. Specialized offerings include international student medical insurance and professional malpractice protection.
Estate Planning
Collaborative estate planning services through trusted legal partnerships. We facilitate document creation for wills and trusts while advising on tax-efficient wealth transfer strategies. Our guidance ensures clients establish clear directives for asset distribution and healthcare preferences.
People
Mark Wang
Founder
CFA, CFP, FRM, and CPA-certified financial expert with extensive institutional experience. Developed client-focused solutions emphasizing long-term wealth growth through compounding principles. Continuously advances financial literacy through practical education frameworks.
Questions
What accounting services do you offer for businesses?
We provide tax preparation, financial statement analysis, compliance management, and customized reporting solutions for businesses of all sizes.
How do you approach retirement planning?
We create personalized retirement strategies using SEP, 401(k), and defined benefit plans while demonstrating compounding growth potential through educational case studies.
What insurance options are available?
We offer health, life, disability, business liability, and malpractice insurance from major carriers, including specialized policies for international clients.
Can you assist with estate planning?
Yes, we partner with legal experts to create wills, trusts, and advance directives while advising on tax-efficient wealth transfer methods.
Are your financial advisors certified?
Our team holds multiple certifications including CFA, CFP, FRM, and CPA, ensuring expertise across financial disciplines.
