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 objective financial planning with an emphasis on the client experience. He specializes in working with individuals and couples preparing for retirement as well as assisting recent retirees with retirement income planning.
Alex holds a bachelor’s degree in Finance from the University of Miami in Coral Gables, Florida. As an undergraduate, he developed an affection for investing and was profiled in a 1998 issue of Worth Magazine highlighting the democratization of personal finance through online brokerage firms. Today, he continues to be passionate about making financial planning accessible to everyone. He currently serves as the Study Group Chair for the Financial Planning Association, San Gabriel Valley chapter.
Alex lives in South Pasadena with his family.