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Helping clients slash taxes and secure financial futures with smart planning
Oscar Quintero
Financial Advisor
Alpha Innovation Partners
Introduction
Oscar Quintero is both a financial professional with Alpha Innovation Partners and a professional funeral advisor specializing in pre-arrangements and insurance. As part of a team of financial professionals, he helps wealthy individuals reduce their tax burdens while ensuring everyday families achieve solid financial security through expert insurance and retirement strategies. Additionally, he provides funeral planning services and can secure discounted cemetery property at over 60 different cemeteries across the Bay Area.
What They Do
Oscar Quintero provides comprehensive financial services through Alpha Innovation Partners including tax reduction strategies, wealth management, life insurance with living benefits, annuities, and retirement planning such as IRAs, 401ks, and qualified pensions. Additionally, as a professional funeral advisor, he offers pre-arrangement funeral planning, funeral insurance, and access to discounted cemetery property at over 60 cemeteries across the Bay Area. He serves both high net worth individuals and everyday families, focusing on tax-free strategies and smart financial planning while also helping families prepare for end-of-life needs.
Location & Service Area
Based in San Francisco's Financial District, Alpha Innovation Partners serves clients throughout California, offering both local and statewide financial services.
What Makes Them Different
Oscar Quintero offers a unique combination of financial expertise and funeral planning services. He's known for effective tax reduction strategies that help wealthy clients protect and grow their wealth, while also making financial security accessible to everyday families. His dual specialty as a funeral advisor allows him to provide comprehensive life planning, from wealth building to end-of-life preparations, with access to discounted cemetery property at over 60 Bay Area locations. His approach combines professional expertise with a genuine commitment to lifelong learning and building authentic relationships with clients and partners.
Services Offered
Who They Help
Oscar Quintero works best with high net worth individuals and everyday families seeking financial security through tax-efficient strategies, as well as families planning for end-of-life needs through pre-arrangements and funeral insurance. He also targets professionals who serve these clients, including CPAs, attorneys, luxury real estate agents, and other financial and legal professionals who can benefit from partnering to provide comprehensive wealth protection, retirement planning, and funeral planning solutions.
Know someone who says...
"They're paying way too much in taxes"
"They need to protect their family's financial future"
"They wonder what happens to their retirement if something goes wrong"
"They want tax-free income in retirement"
Fun Fact
Oscar's go-to pick-me-up isn't coffee or tea — it's broccoli, making him uniquely memorable.
Quick Facts
Reviews (1)
Featured Review
"Oscar Quintero demonstrates deep expertise in financial services, prioritizing client education and tailored solutions over sales, making him a trusted resource for life insurance and related needs."
December 5, 2025
Ready to Connect?
Call Bruce now to ask questions or book services with Alpha Innovation Partners
Call 833-853-6789