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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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We 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, CEP®

Founder and CEO

(866) 528-3660

[email protected]

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,...

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Kent Tanaka

Financial Advisor

(866) 528-3660

[email protected]

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...

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Christopher Carreon

Financial Advisor

(866) 528-3660

[email protected]

Christopher Carreon is a Financial Advisor with Lake Avenue Financial who has a passion for financial planning and helping underserved markets understand finance. As a Financial Advisor, Christopher accesses the financial needs of the...

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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....

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Rosa Chalekian

Vice President of Operations

(866) 528-3660

[email protected]

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!

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Hilda Balabanian

Client Service Manager

(866) 528-3660

[email protected]

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...

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