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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

Founder and CEO

(866) 528-3660

alex@lakeavefinancial.com

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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Rosa Chalekian

Chief Compliance Officer

(866) 528-3660

rosa@lakeavefinancial.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!

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Alex Zepkowski, CFP®

Financial Advisor

(866) 528-3660

alex.zepkowski@lakeavenuefinancial.com

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...

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Hilda Balabanian

Operations Manager

(866) 528-3660

hilda@lakeavefinancial.com

As our Operations 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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Jacky Ayala

Executive Assistant

(866) 528-3660

info@lakeavefinancial.com

As an Executive Assistant, Jacky works closely with her team members to help provide exceptional service to Lake Avenue Financial's clients.

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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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