Team We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Our group of financial professionals can help you address: Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk managementWe also can answer your questions, including: Can I retire early?Are my investments working hard enough?What’s the best approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced wealth advisors have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual and unique situation. Click on the video below to learn more about who we are. Alex Chalekian Founder and CEO (866) 528-3660 firstname.lastname@example.org Alex is the founder and CEO of Lake Avenue Financial. He has been dedicated to assisting his clients in working towards their financial goals for over 20 years. He works diligently to help his clients crystallize their financial goals,... Read more Kent Tanaka Financial Advisor (866) 528-3660 email@example.com Kent has been helping clients navigate and formulate strategies to pursue their financial goals for the past 19 years. He began his career at American Express Financial Advisors in 1999 and continued on as a Financial Advisor with... Read more Alex Zepkowski, CFP® Financial Advisor (866) 528-3660 firstname.lastname@example.org Alex is a CERTIFIED FINANCIAL PLANNER™ and fee-only registered investment advisor at Lake Avenue Financial. He has spent over 15 years helping clients reach their financial goals. Alex believes in providing transparent and... Read more Rosa Chalekian Vice President of Operations (866) 528-3660 email@example.com Rosa Chalekian joined Lake Avenue Financial in 2010. Over the years, she has developed so many wonderful relationships with Lake Avenue’s clients because of her personal interaction with them, which is her favorite part of the job! Read more Hilda Balabanian Client Service Manager (866) 528-3660 firstname.lastname@example.org As our Client Service Manager, Hilda’s mission is to provide exceptional service to Lake Avenue Financial's clients. Hilda is driven by knowing and serving clients and their families. Providing professional and personal attention... Read more Jacky Ayala Executive Assistant (866) 528-3660 email@example.com As an Executive Assistant, Jacky works closely with her team members to help provide exceptional service to Lake Avenue Financial's clients. Read more Brian Mark, Ph.D. (Retired) (866) 528-3660 Brian Mark has helped hundreds of families develop comprehensive college and retirement plans. With over 35 years of experience, he prepares clients to fund their child’s optimum education while preserving their retirement savings.... Read more Have a Question? Name Email Address Question Thank you! Oops!