Alex has served his clients as a financial services professional since 2003 and has personal investment experience of over 20 years. He works with real estate investors, small business owners and professionals. Utilizing a four step process, Alex guides clients and their families to improve their financial plans in the areas of taxes, investments, retirement, wealth preservation, succession and estate planning.
Prior to becoming a financial advisor, Alex spent over seven years working in the music business in the areas of marketing, promotion, and concert tours maximizing profits of his clients, developing small businesses, and earning gold and platinum awards for several successful musical artists. A graduate of Polytechnic School in Pasadena, CA and Northwestern University, Alex enjoys skiing/snowboarding, sailing, hiking, wine tasting, and international travel. He resides in Laguna Beach.
Alex is an Investment Advisor Representative and Financial Advisor with SagePoint Financial, Inc. Alex holds Series 7, 24, 51, 66, and 63 securities registrations, life, health, annuities, long term care licenses with the State of California. He is also an Estate Planner and a Notary Public.