After graduating from the University of Oregon with a degree in Finance and Economics, Alex moved back to his hometown of Los Angeles to pursue his dream of being a financial planner. After working briefly in escrow, Alex started his financial industries career at One Wealth Management in 2020. Alex knew this was the company he wanted to start his career with because of our shared interest in wanting to positively impact as many people’s lives as possible.
When Alex is working with his clients, he looks to build relationships with them on a personal level. Alex likes to know more than the financial needs of his clients, so that when he offers recommendation’s they know he has their best interest at heart. Alex believes that everyone should be able to talk to an financial representative, regardless of their financial situation, and because of this he looks to work with anyone that is a good person.
Growing up in a business-oriented family, Alex was raised with strong work ethics, skills and manners that he carries into his practice. When Alex isn’t helping others through his practice, he likes to get outside and explore local rock climbing hubs in the Angeles National Forest and Malibu Creek State Park.