Alex graduated from the Eller College of Management at the University of Arizona in 2015 with a degree in Business Management. A Los Angeles native, Alex started his career in Trilogy’s Woodland Hills Branch. He transitioned to the Torrance Branch and works as a member of the team there. His top priority is to provide an excellent comprehensive financial plan for his clients. Alex feels a strong gratification by helping families and individuals achieve their financial goals.
Alex and his team have a vast array of experience in cases that vary from individuals just starting out to families blending finances to individuals transitioning to retirement and maintaining lifestyle. Alex works with municipal employees, business owners, and families with young children located in both Orange County and Los Angeles.
Alex enjoys spending time with family and friends when he is not in the office. He relocated to Huntington Beach and spends his free time at the beach and watching sports.
Alex holds his FINRA Series 65 Registration and California Life Insurance license.