Experience
Executive Track Record
A career built on fiduciary integrity, entrepreneurial vision, and client-first service.
Career Timeline
Jan 2021 – Present
CEO & Co-Founder
Aduna Capital LLC · Orange County, CA
- Lead a Registered Investment Advisor (RIA) firm focused on Alternative Investments and Venture Capital. CRD: 311270.
- Source and vet early-stage companies in Fintech, Blockchain, and Tech-enabled services.
- Serve teachers, police officers, firefighters, business owners, high-net-worth individuals, first-time investors, and family offices. 105+ five-star reviews.
Oct 2024 – Present
Franchise Owner
Expedia Cruises in Norwalk · Norwalk, CA
- Manage day-to-day operations and oversee booking processes for cruises and travel. Travel No: 2157233.
- Apply financial discipline to retail operations, focusing on P&L efficiency and sales systems.
- 210+ five-star reviews. Voted best world cruise planner.
Jul 2017 – Present
Angel Investor
Various Companies & Funds
Active angel investor deploying capital into early-stage ventures across fintech, blockchain, real estate technology, and tech-enabled service platforms.
Dec 2014 – Dec 2021
Elite Status Agency / Principal Agent
Nationwide Insurance
- Led a Former Top 10 Agency within Nationwide Rankings.
- Specialized in risk management and asset protection for high-net-worth individuals and business owners.
- Recognized in the 2016 Champions Club, 2018 Presidents Club, and the 2019/2020 All Star Club.
Oct 2007 – Nov 2014
Office Manager
QIM Insurance · Norwalk Office
Managed new and existing Insurance Agents at the Norwalk Office. Developed agency operations, trained staff, and oversaw client acquisition and retention strategies.
Awards & Recognition
2016
Champions Club
2018
Presidents Club
2019
All Star Club
2020
All Star Club
Education
Quantic School of Business and Technology
Master of Business Administration – EMBA, Finance · Aug 2022 – Oct 2023
California State University, Fullerton
BBA, Investments and Securities · Jan 2008 – May 2010
California State University-Los Angeles
Bachelor's Degree, Political Science and Government · 2007 – 2009
Let's Work Together
With over a decade of experience in financial services, luxury travel, and insurance, Alfonso brings a unique, holistic approach to every client relationship.