Client Services Associate
Current
Apr 2024 - Present
AeroLeads people directory · profile
Alex Anders Email & Phone Number
Client Services Associate
at
Wealth Architects, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
San Jose, California, United States
Company size
Who is Alex Anders? Overview
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Quick answer
Alex Anders is listed as Client Services Associate at Wealth Architects, LLC, a company with 22 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Alex Anders.
Alex Anders previously worked as Client Services Associate at Ubs and Registered Financial Represetnative at Western & Southern Financial Group. Alex Anders holds Bachelor'S Degree, Finance, Real Estate from Ohio University.
Company email context
Email format at Wealth Architects, LLC
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Wealth Architects, LLC
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Profile bio
About Alex Anders
Dedicated Client Service Associate with significant experience servicing ultra-high-net-worth individuals. Demonstrated expertise in delivering personalized, high-touch support and skilled at fostering trusted relationships through meticulous attention to detail and confidentiality. Committed to enhancing client satisfaction by collaborating with cross-disciplinary teams to ensure seamless service delivery and to uphold the highest standards of client care.
Current workplace
Alex Anders's current company
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Wealth Architects, Llc
3 roles
Alex Anders work experience
A career timeline built from the work history available for this profile.
Client Services Associate
-Provided support to two financial advisors, overseeing a combined total of 180 client households with approximately $440 million in assets under management, contributing to a total production of $2.6 million.-Played a pivotal role in ensuring exceptional client satisfaction through diligent operational support, including opening and maintaining accounts.
May 2022 - Mar 2024
Registered Financial Represetnative
-Obtained Ohio Life and Accidental Insurance license and Series 6 to sell financial products such as life insurance, critical illness insurance, and retirement solutions like annuities and IRAs-Developed close relationships with individuals, families, and small businesses to analyze their financial needs and provide recommendations.-Monitored market.
May 2019 - Jun 2020
Team & coworkers
Colleagues at Wealth Architects, LLC
Other employees you can reach at wealtharchitects.com. View company contacts for 22 employees →
CM
Chris Missirlian, Cfp®
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
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JA
Jane Ann Gardner
Colleague at Wealth Architects, LlcGreater Reno Area, United States
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CH
Clegg Hubbell
Colleague at Wealth Architects, LlcEncinitas, California, United States, United States
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TS
Tyler Scott, Cfa, Cfp®
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
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CT
Charles Tran, Cfp®
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
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VT
Vivian Tang, Cfa, Cipm
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
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RS
Rebecca Stroth-Pickens
Colleague at Wealth Architects, LlcSaratoga, California, United States, United States
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JM
Justin Mazzon, Cfa
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
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DS
Destiny Serna
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
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PT
Peter Trinh, Cfp®
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
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Chris Missirlian, Cfp®
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
View →
JA
Jane Ann Gardner
Colleague at Wealth Architects, LlcGreater Reno Area, United States
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CH
Clegg Hubbell
Colleague at Wealth Architects, LlcEncinitas, California, United States, United States
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TS
Tyler Scott, Cfa, Cfp®
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
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CT
Charles Tran, Cfp®
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
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VT
Vivian Tang, Cfa, Cipm
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
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RS
Rebecca Stroth-Pickens
Colleague at Wealth Architects, LlcSaratoga, California, United States, United States
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JM
Justin Mazzon, Cfa
Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States
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DS
Destiny Serna
Colleague at Wealth Architects, LlcMountain View, California, United States, United States
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PT
Peter Trinh, Cfp®
Colleague at Wealth Architects, LlcSan Jose, California, United States, United States
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1 education record
Alex Anders education
FAQ
Frequently asked questions about Alex Anders
Quick answers generated from the profile data available on this page.
What company does Alex Anders work for?
Alex Anders works for Wealth Architects, LLC.
What is Alex Anders's role at Wealth Architects, LLC?
Alex Anders is listed as Client Services Associate at Wealth Architects, LLC.
Where is Alex Anders based?
Alex Anders is based in San Jose, California, United States while working with Wealth Architects, LLC.
What companies has Alex Anders worked for?
Alex Anders has worked for Wealth Architects, Llc, Ubs, and Western & Southern Financial Group.
Who are Alex Anders's colleagues at Wealth Architects, LLC?
Alex Anders's colleagues at Wealth Architects, LLC include Chris Missirlian, Cfp®, Jane Ann Gardner, Clegg Hubbell, Tyler Scott, Cfa, Cfp®, and Charles Tran, Cfp®.
How can I contact Alex Anders?
You can use AeroLeads to view verified contact signals for Alex Anders at Wealth Architects, LLC, including work email, phone, and LinkedIn data when available.
What schools did Alex Anders attend?
Alex Anders holds Bachelor'S Degree, Finance, Real Estate from Ohio University.
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