Alexander Leu Email and Phone Number
Alexander Leu work email
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Alexander Leu personal email
Alexander Leu phone numbers
Alex the Founder of LA Wealth Advisors and can be reached at (818) 377-2502. Alex is committed to building a practice around the values of trust and dedication. He strives to reach a client-advisor relationship that consists of openness and mutual understanding. By carefully examining each client’s needs, goals, and expectations, he is able to present strategic solutions tailored to specific situations. With the appropriate balance of planning, advice, and implementation, each plan is customized, unique, and confidential for each client.
La Wealth Advisors Llc
View- Website:
- lawealthadvisors.com
- Employees:
- 2
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Founder And Senior Wealth ManagerLa Wealth Advisors LlcPasadena, Ca, Us
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Founder / Senior Wealth ManagerLa Wealth Advisors Llc Jul 2023 - PresentPasadena, California, United StatesLA Wealth Advisors is an independent investment advisory and financial planning firm that believes true wealth management goes beyond minimum requirements. We serve discerning individuals and families who are not content with generic advice and looking for complete advice around their personal situation.
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Schwinn Ceritfied Indoor Cycling InstructorYmca Of The Foothills Sep 2012 - PresentLa Canada, CaAs an Indoor Cycling Instructor, I provide cutting-edge group fitness instruction through a variety of entertaining, educational, and fun cycling classes to promote fitness and positive self-esteem in a safe environment. Act as a fitness resource for class participants. Maintain positive relationships with members to encourage continued class attendance. -
Board MemberYmca Of The Foothills 2016 - Present
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Partner / Senior Wealth ManagerBridge Advisory, Llc Apr 2016 - Nov 2023123 South Marengo Ave, Pasadena, Ca 91101Bridge Advisory, formerly known as Penniall & Associates, Inc.Bridge Advisory is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals.We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future. -
Managing Director / Senior Wealth ManagerPenniall & Associates Apr 2016 - Jul 2019Pasadena, Ca***Penniall & Associates has re-branded to Bridge Advisory***Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals.We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future. -
Wealth ManagerCreative Planning Inc. Oct 2013 - Apr 2016Pasadena, Ca -
Financial AdvisorNew England Financial Feb 2009 - Sep 2013Pasadena, Ca -
Financial AdvisorCharles Schwab Oct 2005 - Jan 2009Glendale, California -
Financial AdvisorMorgan Stanley May 2004 - Oct 2005Los Angeles, California, United States
Alexander Leu Skills
Alexander Leu Education Details
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Communications & Finance Minor -
La Canada High SchoolHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Alexander Leu
What company does Alexander Leu work for?
Alexander Leu works for La Wealth Advisors Llc
What is Alexander Leu's role at the current company?
Alexander Leu's current role is Founder and Senior Wealth Manager.
What is Alexander Leu's email address?
Alexander Leu's email address is le****@****ond.com
What is Alexander Leu's direct phone number?
Alexander Leu's direct phone number is +181828*****
What schools did Alexander Leu attend?
Alexander Leu attended University Of Arizona, La Canada High School.
What skills is Alexander Leu known for?
Alexander Leu has skills like Wealth Management, Financial Planning, Investment Management, Investment Advisory, Wealth, Strategic Financial Planning, Retirement Planning, Retirement, Asset Allocation, Strategic Planning, Wealth Management Services, Series 7.
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