Our Team

McIntosh Capital Los AngelesAlfred L. McIntosh, CFP®, PFP, Principal

Alfred McIntosh is a nationally acclaimed resource on financial planning. He has been interviewed and quoted in newspapers, magazines and on newswires, including the Dow Jones Newswire, Kiplinger’s Personal Finance Magazine, Elle Magazine, CNNMoney.com, Black Enterprise, BusinessWeek.com, and The Los Angeles Times. He is a graduate of the UCLA Personal Financial Planning Program (PFP), and The Certified Financial Planners Board of Standards licenses Alfred McIntosh to use the professional designations Certified Financial Planner™ and CFP®.

Q: What do you enjoy most about financial planning?

A: One of the most rewarding aspects of financial planning is helping people think introspectively and identify hopes and dreams. Some people I meet haven’t recognized their true dreams or desires—they are striving to achieve things that may not truly fulfill them. Others have stifled their dreams because those dreams seemed out of reach. Once life-defining goals are identified, you’ve already begun the process of achieving them.

Q: Describe your ideal client.

A: My favorite clients are open-minded and excited about reflecting on their lives. They are committed to their hopes, dreams, and goals, and they have an appreciation of what the planning process can provide. They understand that I am working hard for them and helping them, even if the markets perform poorly.

Q: How is financial planning helpful to your clients?

A: I’ve seen people change their lives—I’ve seen people who thought they could never own their dream home purchase it. I’ve seen people come up with marvelous goals, goals that they didn’t know they had, in a matter of minutes. I strive to educate my clients, and through financial planning many people gain a deeper understanding of financial issues. Just about everyone I’ve known who has chosen comprehensive financial planning has improved their life in the course of one year.

Alfred McIntosh provides professional advice and personal care based on more than two decades of financial services experience. Working with Fortune 1000 companies convinced him that the most personally and professionally satisfying experience is helping individuals enhance their financial lives. Today, Alfred is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the West Los Angeles Chamber of Commerce. He also served the larger community as a mentor for A Place Called Home, a non-profit organization that helps at-risk youths in south central Los Angeles. In his free time, he explores the outdoors through sports and travel, and enjoys meeting new people and learning about different cultures.

 

Cecil Widdifield, Financial Planner

Cecil writes the financial plans for the Advisor’s clients. He also performs research on client specific needs such as educational funding, retirement planning alternatives, tax analysis, investment strategies and insurance requirements.

Cecil is a career changer who became interested in helping people discover and reach their financial goals after his wife’s mother became unable to take care of her finances. He comes to McIntosh Capital Advisors with skills in financial analysis, business planning, product development and marketing, gained from a long career in the wholesale and retail gift industry.

Cecil has completed UCLA Extension’s Personal Financial Planning program and earned the certificate “with distinction.” He is a CERTIFIED FINANCIAL PLANNER (TM) practitioner. He is an Investment Advisor Representative with McIntosh Capital Advisors. He is a member of the Los Angeles chapter of the Financial Planning Association.

Cecil has a B.A. in economic geography from UCLA and an M.B.A in finance and management science also from UCLA. He lives with his wife Ann and their two black Labs, Murphy and Riley, in Santa Ynez. An avid tennis player, he also enjoys cooking, reading and having fun with the dogs.

 

photo-dan2Dan Hassey, Senior Investment Analyst

Dan Hassey’s passion for investing started at the UCLA Graduate School of Management where he earned his MBA. After UCLA, Dan started his investment career as a stock broker for Merrill Lynch in their Beverly Hills office. He has also worked for Paine Webber, Fidelity Investments and for famed futures money manager John Henry & Co. Inc.

Dan has also worked as a research analyst covering energy, dividend stocks, the markets, and the economy. He is familiar with many types of investment disciplines including: fundamental analysis, value investing, momentum investing, bottom up & top down analysis, contrarian investing, growth at a reasonable price investing, technical analysis, industry and economic analysis.

Dan has also mastered and has personally invested in many asset classes: equities, corporate and government debt, mutual funds, ETFs, managed investments, options, futures. Mr. Hassey is available to analyze and discuss your investments, portfolio. He can help you determine the value and prospects for your holdings.

 

Jinfeng (Jeff) Su, Para Planner

Jinfeng (Jeff) Su came to the United States in 2012 to pursue a Master’s Degree in Financial Analysis at University of San Francisco. He earned a B.A. in Economics at Guangdong University of Foreign Studies in China. Instead of proposing sophisticated analysis reports, he discovered his true passion of communicating and interacting with other people. As a consequence, he decided to pursue a career as a Certified Financial Planner.

Jinfeng recently began studying personal financial planning at the University of California at Los Angeles (UCLA Extension). Additionally, he left the banking industry to start a new career at McIntosh Capital Advisors, Inc. as a Para Planner. He is polishing his practical skills in comprehensive financial planning, asset managements and business consulting.

Jinfeng grew up in China during the era of a long bull market in real estate. He is particularly interested in China’s investment opportunities and its regulation improvements. Some of his personal hobbies objectives are to provide education, career and business development consultation to others.