Your Retirement Guides

At Alpine Wealth Partners, we’re not just financial professionals, we’re advocates. Our qualified professionals don’t just point you down a path to retirement, we walk alongside you to help you reach your full retirement stride.

Massachusetts

david-orfalea

David Orfalea Certified Financial Fiduciary
FRC, FIC, LUTCF

Partner

With more than 30 years of experience in financial services, David has dedicated his career to educating individuals and families on how to pursue their financial goals and achieve lasting financial independence.

David began his career in 1977 as a financial representative with Prudential Financial Services. Over the years, he has held various leadership roles, including Divisional Vice President at a major financial institution, gaining valuable experience and collaborating with top advisors in the industry. In 2014, he co-founded Alpine Wealth Partners, specializing in strategic financial planning to help clients achieve growth and secure their retirement goals.

“No one cares how much you know until they know how much you care,” says David. “We do this because we love what we do. Helping people improve their financial situation and gain confidence in their future is incredibly rewarding.”

Outside of work, David enjoys spending time with his wife of more than 40 years, Susan, as well as their sons and grandchildren. He is also an avid golfer and loves traveling.

Schedule a Visit
P: 508.340.8296
E: david@alpinewealthpartners.com

dan

Daniel W. Goggins Certified Financial Fiduciary
NACFF, CRPC, NSSA

Partner

People don’t plan to fail they failed the plan.
With 40 years of experience in the financial services industry, Dan specializes in pre- and post-retirement income planning, helping individuals and families create sustainable financial strategies for every stage of retirement. As a Social Security specialist, he guides clients through the complexities of maximizing their benefits, ensuring they make informed decisions that align with their long-term financial goals.
Born and raised in western Massachusetts, Dan has dedicated his career to serving communities across the state. Before joining Alpine Wealth Partners, he was a regional vice president at a national financial firm, where he helped clients navigate investment strategies, tax-efficient income distribution, and wealth preservation. His deep industry knowledge allows him to provide personalized, strategic financial guidance tailored to each client unique needs.
Beyond his professional career, Dan is passionate about community service. He has served on the board of directors for Habitat for Humanity in Springfield, Massachusetts, supporting efforts to provide affordable housing for families in need. Additionally, he has been an active board member of the Baystate Financial Charitable Foundation, which focuses on helping children charities across multiple communities.
Outside of work, Dan enjoys spending quality time with his wife, Lisa, and their two daughters, Monica and Meghan. An avid outdoorsman, he can often be found hiking, biking, or exploring nature.
Ready to plan your retirement with confidence? Contact Dan at to discuss how he can help you build a secure financial future.

Schedule a Visit
P: 413.275.5941
E: dan@alpinewealthpartners.com

mark-headshot

Mark Orfalea Certified Financial Fiduciary
FRC™

Partner

Mark is a knowledgeable and creative asset to the team, with a passion for innovative, client-focused approaches to financial planning.

He started as a planning professional in September 2014 and provides collaborative analytical support for financial plans, with a specific focus on strategy development that is individually tailored to fit the unique financial position and goals of each client.

Mark studied communications at Worcester State University and spent his early career gaining diverse experience in the area of sales and retail management. Valuing the importance of building authentic relationships, the quality of the client experience has always been central to his mission, which helped him earn Ohio National’s Fast Start Award in December 2014. He made the transition to the financial arena, energized to teach others the same strategies and practices that have personally inspired him and changed what he knew to be true about wealth.

Mark lives in Holden, MA with his wife, Makenzie, and their two sons Max and Mason. Outside of the office, he enjoys adventuring the great outdoors. A mountaintop—rain, snow or shine—is one of his favorite places to be. When he’s not hiking or backpacking, he’s catching a good movie or a sports game, and always enjoying a good laugh with family and friends.

Schedule a Visit
P: 774.261.0824
E: mark@alpinewealthpartners.com

Christopher

Christopher Grenier Licensed Life Insurance Agent

Chris recently started with Alpine Wealth Partners after acquiring his life insurance license
in the spring of 2025. Chris is passionate about helping families achieve financial security
and peace of mind. Born and raised in central Massachusetts, Chris attended St. Anselm
college and received a bachelor’s degree in criminal justice. Chris started a career as a
substance abuse caseworker at the Mass Department of Corrections, later moving on to
becoming a correctional officer at Middlesex Sheriff’s Office. After seeing the value that life
insurance has provided to his own family, he decided to begin a career helping families
realize the value of having life insurance and providing them with easy and affordable
access to the appropriate products.

In his personal life, Chris enjoys spending time with his wife Rena. They enjoy weekends in
Maine, exploring New Hampshire, searching for local swimming holes in the white
mountains, listening to podcasts, and spending time with their families. They are expecting
their daughter any day now and are excited to welcome her into the world.

Chris is looking forward to working with clients and their families to provide an easy,
comprehensive, and transparent experience tailored to each of their unique financial
needs.

P: 774.364.4431
E: cgrenier@alpinewealthpartners.com

Rhode Island

JD pic

John DelPozzo Certified Financial Fiduciary
CLU, LUTCF, LLIF

With 38 years of experience in the financial services industry, John is a knowledgeable and trusted advisor dedicated to helping individuals, families, and business owners achieve their financial goals and secure a comfortable retirement.

Throughout his career, John has held various leadership roles, including serving as Senior Vice President of Sales at a major firm, where he collaborated with top financial advisors nationwide. His extensive experience has given him firsthand insight into the profound impact of both effective and inadequate financial planning on clients and their loved ones. As a member of the National Association of Certified Financial Fiduciaries, John is committed to developing personalized strategies tailored to each client’s unique needs and goals.

Outside the office, John enjoys spending time with his wife, MaryLu, their two sons, and his granddaughter. He is an avid fisherman who loves navigating the Rhode Island coastline on his boat. In his free time, he also enjoys golf, traveling, and working in his garden.

Schedule a Visit
P: 978.944.2439
E: jdelpozzo@alpinewealthpartners.com