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Meet the PAWD Pack!

At Plan Alpha Wealth Design (PAWD), you and your family will be provided with exceptional customer service and experience by our team. We believe in a pack mentality since exemplary recommendations and decisions are rarely achieved alone. We at PAWD encourage collaboration to design and execute your financial objectives. Click on the names below to get to know each member of our pack and "why" they are a part of our client's journeys. If you're lucky, you will also be able to meet Bolt and Marvel, our fur team members!

Financial Planner

Derrick Nguyen

Service Specialist

Nichole Speziale

Relations Specialist

Serving Family First

Serving Family First

We love the outdoors, our furry companions, and our families. Our pack believes in these values and is the foundation on how we serve: treat our clients as family

The methodology we use is based on the Family Legacy Pyramid. Here are the three foundations of the pyramid:

  1. Are we OK?
  2. Is our family OK?
  3. Is our community OK?

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized services focuses your needs, wants, and long-term goals.