About Alex


 Alex assists clients with their day-to-day investment needs in his role as our Client Service 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. 



Favorite quote:

The only place success comes before work is in the dictionary. – Vince Lombardi

If you could meet anyone, past or present, it would be:

Kobe Bryant

Favorite TV show:

The Office

Favorite holiday:


Place you’d most like to visit:


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.