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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