Alex Chalekian

Alex Chalekian Email and Phone Number

Helping people achieve financial freedom | CEO of Lake Avenue Financial | Founder of Futurvest @ Lake Avenue Financial
Alex Chalekian's Location
Pasadena, California, United States, United States
Alex Chalekian's Contact Details

Alex Chalekian personal email

n/a

Alex Chalekian phone numbers

About Alex Chalekian

Hi, I’m Alex Chalekian and I have been helping people achieve financial freedom for over 25 years by educating them on how to build better money habits and make smarter financial decisions.Growing up in Reseda, a suburb of Los Angeles, I witnessed firsthand the financial challenges my parents faced. Coming from an immigrant family, I realized early on that my parents lacked the resources to thrive in the US. Despite their strong work ethic, they struggled to make significant progress. Unfortunately, traditional financial advisors were not willing to guide my parents in understanding financial matters. Instead, they were often targeted by salespeople who took advantage of their unfamiliarity with finance, selling them unnecessary products for their own gain.I made it my mission to guide my family and myself towards breaking the cycle of poor financial habits and work on creating wealth. At the age of 21, I took a leap into the financial industry and learned all I could. I started my practice in 1997 and focused on educating my clients on how to develop strong money habits and make smarter financial choices.Fast forward 25 years later, and Lake Avenue Financial proudly stands as one of the premier financial planning firms in Los Angeles. Over the years, I've had the privilege of supporting numerous accomplished professionals, business owners, and individuals in their financial journeys.Throughout my career, I've had the pleasure of sharing my insights on numerous media platforms and have been honored to speak at prestigious industry conferences. I'm grateful to have been recognized as one of the Top 100 Financial Advisors in the United States by Investopedia for several years in a row.Even with all the success, I felt a deep calling to leave a positive impact by empowering as many individuals as I could. Unsure of where to start, inspiration struck during the pandemic. My family and I embraced the challenge and co-founded Futurvest. This online platform is more than just a place for financial guidance; it's a welcoming community dedicated to enhancing your overall wellbeing. We believe that with the right tools and knowledge, anyone can build a healthier relationship with money and pave the way to long-term prosperity.When I'm not at work, I love dedicating my time and energy to my loved ones, friends, and my community. I enjoy engaging in activities like traveling to new destinations and playing sports.

Alex Chalekian's Current Company Details
Lake Avenue Financial

Lake Avenue Financial

View
Helping people achieve financial freedom | CEO of Lake Avenue Financial | Founder of Futurvest
Alex Chalekian Work Experience Details
  • Lake Avenue Financial
    Ceo
    Lake Avenue Financial Apr 2014 - Present
    Pasadena, California, Us
    Lake Avenue Financial empowers women seeking financial clarity and independence. Our team of experienced professionals simplifies complex financial concepts, educates and alleviates the stress surrounding financial decisions.We provide fee-only, comprehensive, independent advice and collaborate with our clients to help turn their dreams into reality. Through our unique approach, we craft personalized financial plans that are tailored to correspond with your specific goals, values and priorities.* Investment advice offered through Lake Avenue Financial LLC, a registered investment advisor.
  • Futurvest
    Founder
    Futurvest Apr 2021 - Present
    Futurvest is an online wellbeing platform that will educate you, while making it easy to plan, track, and meet your goals so you can achieve a healthy financial future.Our mission is to assist our community in becoming financially independent and help raise their financial literacy, while making finance fun.Futurvest was created to help empower individuals and teach them how to create generational wealth and health. Let’s help you launch your future! 🚀
  • Altruist
    Learn Mentor
    Altruist Jun 2020 - Present
    Culver City, California, Us
    Altruist is on a mission to make investing fair for everyone, allowing real people to earn more while paying less. As a Learn Mentor, my goal is to help share financial tips and strategies in a manner that will help you understand how to achieve your financial goals as well as help you make more informed decisions with your money.
  • Wealth.Com
    Advisory Council Member
    Wealth.Com May 2024 - Present
    Tempe, Arizona, Us
    As a member of the Advisor Council, I work directly with the Wealth.com leadership team to help make their innovative estate planning platform meet the needs of financial advisors now and in the future.
  • Chalekian Wealth Management
    Financial Advisor
    Chalekian Wealth Management Oct 1997 - Apr 2014
    Investments, taxes, retirement and estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. As a financial advisor, I am here to help my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach can help you invest conservatively, may reduce your exposure to taxes, help meet your protection needs and provide a plan intended to successfully transfer your wealth to your children and grandchildren.

Alex Chalekian Skills

Investments Wealth Management Management Strategic Financial Planning Finance Portfolio Management Financial Planning Banking Financial Services Retirement Planning Financial Advisory Investment Strategies Mutual Funds Tax Securities Insurance Business Planning Small Business Estate Planning Strategy Retirement Mergers And Acquisitions Executive Management Accounting Fixed Annuities Financial Analysis Investment Advisory Financial Modeling Risk Management Personal Financial Planning Strategic Consulting Valuation Entrepreneurship Stocks Corporate Finance Municipal Bonds Mortgage Lending Investment Management Data Analysis Due Diligence Auditing Investment Banking Multi Generational Wealth Transfer Entrepreneur Bonds Alternative Investments

Alex Chalekian Education Details

  • Pepperdine Graziadio Business School
    Pepperdine Graziadio Business School
    Management

Frequently Asked Questions about Alex Chalekian

What company does Alex Chalekian work for?

Alex Chalekian works for Lake Avenue Financial

What is Alex Chalekian's role at the current company?

Alex Chalekian's current role is Helping people achieve financial freedom | CEO of Lake Avenue Financial | Founder of Futurvest.

What is Alex Chalekian's email address?

Alex Chalekian's email address is al****@****ian.com

What is Alex Chalekian's direct phone number?

Alex Chalekian's direct phone number is +181872*****

What schools did Alex Chalekian attend?

Alex Chalekian attended Pepperdine Graziadio Business School.

What are some of Alex Chalekian's interests?

Alex Chalekian has interest in Sports And A Nice Scotch, I Enjoy Great Food, Health, Children, Environment, Education, Photography, Science And Technology, Human Rights, Civil Rights And Social Action.

What skills is Alex Chalekian known for?

Alex Chalekian has skills like Investments, Wealth Management, Management, Strategic Financial Planning, Finance, Portfolio Management, Financial Planning, Banking, Financial Services, Retirement Planning, Financial Advisory, Investment Strategies.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.