Smart Alpha Financial: Beyond Numbers, Beyond Certifications.

Founded in 2021 by Eric L Whipple, Smart Alpha Financial began its journey with a vision to navigate the intricate paths of the financial jungle. With every step, our determination grew, driven by lessons learned and a passion to impart financial wisdom.

Confidence & Knowledge

We’re constantly refining our services

CreditFix US Excellence in Credit Repair

2023

CreditFix US Association

Best Financial Website for Accessibility

2022

Financial Clarity Awards SE

Best FinCentric For Small Startup

2022

The Small Business Financial Empowerment Awards

OUR SKILLS

Financial Expertise 90%

90%

Communication Skills 94%

94%

Motivational Skills 98%

98%

Empathy and Compasion 91%

91%

Passion For Helping Others 94%

94%

Confidentiality 99%

99%

(2023-348814, 2023-348821, 2023-349544, 2023-348813)

(ASFLIT1455, ASFIND915)

(Accreditation Smart Alpha Financial 2022, Accreditation Smart Alpha Financial 2023)

Our Mission

Charting financial futures with the Alpha touch: Empowering every journey with smart, informed decisions.

At Smart Alpha Financial, we empower journeys through informed decisions, navigating opportunities, and inspiring growth.

At Smart Alpha Financial, we pride ourselves on more than just our qualifications, although we have many. Our dedicated team boasts credentials from some of the most respected institutions in the financial world. Our certification roster includes, but is not limited to;

CPFC (Certified Personal Finance Counselor)
CDMP (Certified Debt Management Professional)
CCC (Certified Credit Counselor)
WMCP (Wealth Management Certified Professional)
CDAA (Certified Digital Asset Advisors)
CPRC (Certified Professional Retirement Coaches)

**Please note, while we have a broad range of expertise, not every team member holds every individual certification listed. But rest assured, when you’re with Smart Alpha, you’re with the best.

Tired of the acronyms yet?

That was just to name a few. However, our pedigree extends beyond certifications. Our team members have trained with the best at the Smart Alpha Financial Academy (SAFA) and have meticulously cultivated its expertise, pairing traditional financial acumen with comprehensive life and business coaching skills from top-tier academies.

With each interaction,

you're not just meeting a financial expert; you're meeting a comprehensive life strategist. While our accolades are many and varied, what truly distinguishes us is our holistic approach to financial wellness. Our mission goes beyond balance sheets and portfolios; it's about forging a future-ready path, empowering every decision with knowledge, and ensuring that our clients feel confident, educated, and secure in their financial future.

Still not impressed?

Each member of our team has been meticulously chosen for their unique skill sets, certifications, and most importantly, their passion for bringing clarity to the world of finance. From understanding digital assets with our Certified Digital Asset Advisors (CDAA) to navigating retirement with our Certified Professional Retirement Coaches (CPRC), Smart Alpha Financial is your compass in the vast financial landscape.

If you were unsure before, not now!

Ready to take your financial journey to the next level? We can help with all your financial goals, big or small. From buying a new car to saving thousands on interest, we've got you covered. Contact us today and let's get started!

Note from the head alpha

Years ago did you ever come across those offers for 10 CDs at nearly no cost? I remember thinking, "What a deal! But the reality? The fine print was sneakier than a chameleon at a color run. Those CDs kept arriving, and the bills? Well, let's just say they took the limelight. It was a comedic, wallet-pinching introduction to the nuances of debt, credit, and always checking the details. Those early experiences fueled my drive to ensure others didn't fall into similar traps.

Our Expereince

Navigating Your Financial Journey with Precision

subject Matter Experts

At Smart Alpha Financial, our commitment to guiding you through the intricate world of finance is backed by a team of Subject Matter Experts (SMEs). Led by our founder, Eric L Whipple, we’ve assembled a group of professionals who bring diverse expertise and a shared passion for empowering your financial success.

Credentials Beyond Acronyms

Our team holds prestigious certifications, including CPFC (Certified Personal Finance Counselor), CDMP (Certified Debt Management Professional), CCC (Certified Credit Counselor), WMCP (Wealth Management Certified Professional), CDAA (Certified Digital Asset Advisors), and CPRC (Certified Professional Retirement Coaches). But we’re more than just a collection of acronyms; we’re financial guides with real-world experience.

The Best of the Best

While not every team member holds every certification, you can trust that when you work with Smart Alpha, you’re partnering with experts in their respective fields. From understanding digital assets with our CDAA specialists to navigating retirement with our CPRC consultants, we are your trusted compass in the vast financial landscape.

Holistic Financial Wellness

Our mission transcends mere balance sheets and portfolios. We’re here to forge a path that prepares you for the future, ensuring every decision you make is grounded in knowledge. Our approach is all-encompassing, focusing on your financial well-being, confidence, and security.