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About Alpha1 Partners

Your Partner in Retirement Planning

At Alpha1 Partners, we are dedicated to guiding you through the intricacies of retirement planning with personalized support and expertise. Our commitment is to help you achieve a secure and fulfilling retirement that aligns with your aspirations.

Jeremy Morales
CEO/Agency Owner

MEET

THE TEAM

Leonardo Ramirez
Partner/Investment Advisor

Thomas Carofano
Retirement Specialist

Johnathan Fuentes
Wealth Manager

Paul Metzler
Retirement Specialist

Max Sherman
Real Estate Income Specialist

Sam Clutario
Executive Administrator

Rod Garay
Executive Assistant

Leo Perez
Client Coordinator

Manoj Gohil
Technical Consultant

OUR CEO

If you think back to when you were 16 – what comes to mind? For our CEO, Jeremy Morales, it’s working on Wall Street. Born and raised in Brooklyn, the capital of finance was literally in his backyard – where he began an internship on Wall Street.

One word to describe Jeremy is driven. “Everyone in my family is mostly blue collar workers, so at a young age, I felt that I should find a way to choose a different career path. I enjoy learning about the market and watching the news, and I wanted to learn what it was all about.”
He expected to be working behind the scenes, but found himself engaging with the firm’s clients on a regular basis.

While he started as an intern, he then obtained his securities licenses, and later transitioned into the insurance space, which is now Jeremy’s area of focus. He has worked for major insurance companies prior to becoming independent. “I love the fact that we can offer any insurance solutions to anyone. We’re not pigeon-holed to using a select group of products. I feel being independent is the way to go.”

Outside of his work in financial services, Jeremy is passionate about real estate, as he bought, renovated, and rented out properties for the past 8 years.

He loves nature, and he often enjoys peaceful weekends in the woods of Pennsylvania.
Jeremy spends time with his family as much as he can.

“I have a bunch of nieces and nephews, so I’m like the cool uncle. I spoil them and send them back with bad habits!”

Testimonials From Clients

Kevin Doe
Kevin Doe

CEO Maverick

"I never realized how important retirement planning was until I experienced a major financial setback. Thanks to the planning I had in place, I was able to protect my retirement savings and maintain my desired standard of living. It provided me with a safety net that gave me peace of mind knowing that my future was secure. I highly recommend retirement planning to anyone."

Mellisa Christ
Mellisa Christ

Business Owner

"I've always been diligent about saving for retirement, but it wasn't until I learned about retirement planning that I felt truly confident in my preparations. This planning acted as a backup plan, ensuring that my retirement funds would be protected even in the face of unforeseen circumstances. It's a smart investment that provides an extra layer of security and allows me to enjoy my retirement."

David Mark
David Mark

CEO Mark Ltd.

"Retirement planning has been a game-changer for me and my family. It has given us the freedom to pursue our passions and enjoy our golden years without stressing about potential financial setbacks. The peace of mind that comes with knowing our retirement savings are well-protected is priceless. If you're serious about securing your financial future, I highly recommend considering retirement planning."

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