Simplified Financial Advice.

About Alex


 Alex assists clients with their day-to-day investment needs in his role as our Operations Associate. He enjoys working with clients and advisors to ensure needs are met in an efficient and friendly manner. 

A graduate of Concordia University Irvine, Alex has a degree in Business Administration with an emphasis in finance. He is a native of Chino Hills. 

Outside of the office, Alex enjoys spending time with his family. He also stays active by playing basketball and golfing.