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:
Christmas
Place you’d most like to visit:
Fiji
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