As a Financial Advisor, Alex applies his skill set to help individuals and their families execute on customized financial plans to meet their goals and objectives. He has been in the investment industry since 2007, primarily at what would become one of the largest investment managers in the US. Alex is experienced in matching allocations to appropriate risk and return expectations; constructing and guiding clients through comparative investment analysis while considering tax implications, concentrated holdings, and behavioral biases. Alex grew up in West Los Angeles, where he served his community as a youth mentor and developed the belief that the best teacher is a student at heart.