Alex Chalekian

Founder and CEO at Lake Avenue Financial

Pasadena, CA

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About

Alex Chalekian is the founder and CEO of Lake Avenue Financial. He has been dedicated to assisting his clients in working towards their financial goals for over 20 years. He works diligently to help his clients crystallize their financial goals, and then develops a comprehensive plan to build and manage financial assets toward these goals. Alex actively monitors each personal plan year after year to ensure the plan is followed and to maximize opportunities by making occasional adjustments, when necessary, to help keep clients’ goals in view. Because of this plan-driven approach, he stresses that long-term, familiar relationships are the cornerstone of his business practice. Alex was honored to be acknowledged as one of the top 100 financial advisors in the United States by Investopedia in 2019, 2020 and 2021. The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. Regarded by clients as “thorough” and “innovative,” Alex has served as a financial consultant to many successful professionals, business owners and retirees. His approach matches perfectly for individuals who want a well-conceived financial plan stressing long-term investing supported by effective tax and estate planning strategies. Throughout his career, Alex has devoted significant energy to assisting women who have gone through divorce or the loss of a spouse. In 2017, Alex was asked to join the LPL Financial Advisor Council as one of 24 members selected from among more than 16,000 LPL Financial advisors nationwide. The Advisor Council provides a forum in which advisors representing a variety of business models serve as a sounding board for LPL. Members share ideas and suggestions, as well as challenges and concerns, to help drive the development of upcoming LPL programs, communications, products and services. After acquiring multiple financial planning practices, Alex decided to launch AdvisorsUNITE in 2018. Here he was able to share what he learned from his prior acquisitions. This industry-leading network helps unify financial advisors, by providing information on acquisitions, succession planning and innovation in the financial planning industry. In 2019, Alex was asked to join Integrated Partners as Head of Practice Acquisitions. As a well-respected industry speaker and thought leader with regard to M&A and advisor marketing, Alex helped accelerate Integrated’s already rapid growth, by way of identifying inorganic growth strategies for existing, and future, financial advisory firms. As part of Alex’s passion for financial literacy, he joined the Altruist team as a Learn Mentor in 2020. As part of the Learn team, Alex’s goal is to help share financial tips and strategies in a manner that will help people understand how to achieve their financial goals as well as help them make more informed decisions with their money. In 2020, Alex was asked to contribute to How I Invest My Money, a book where financial experts share how they navigate markets with their own capital. In Alex’s chapter, he discusses how true wealth is not measured by money. Alex also has a love for all things technology. He has been a leader in implementing fintech in his own practice as well as showing other advisors how it can help them scale their practice while give their clients a better user experience. Alex received a Business Management degree from Pepperdine University. He began his career working at a nationally-recognized financial institution and an accounting firm. Alex entered the financial consulting business in 1997, founded Chalekian Wealth Management in 2003, and later founded Lake Avenue Financial in 2014. When he is not working, Alex commits his energy to his family, friends and community. Some of his favorite activities include traveling and playing sports.

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Work experience
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Jun 2020 - Present

Altruist

Learn Mentor

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.

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Apr 2014 - Present

Lake Avenue Financial

Founder and CEO

Lake Avenue Financial provides fee-based, comprehensive, independent advice with a focus on wealth accumulation, asset protection, and estate preservation. Once a plan has been developed, we maintain a “hands on” approach to wealth management in order to ensure goals and objectives are being met. Our comprehensive wealth management services include: - Financial Planning - Retirement Planning - Investment Planning - Tax Planning - Estate Planning * Investment advice offered through Lake Avenue Financial, LLC, a registered investment advisor.

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Oct 2019 - Sep 2021

Integrated Partners

Head of Practice Acquisitions

As a well-respected industry speaker and thought leader with regard to M&A and advisor marketing, I'll be helping accelerate Integrated’s already rapid growth, by way of identifying inorganic growth strategies for existing, and future, Integrated financial advisory firms. I'll also focus on succession planning counsel internally, as the older generation of advisors begins to consider planning for their own retirement.

Oct 1997 - Apr 2014

Chalekian Wealth Management

Financial Advisor

Investments, taxes, insurance, 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 in the business of helping 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 insurance needs and provides a plan intended to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are: • Managed asset plans - for professional fee-based portfolio management through LPL Financial • Tax-advantaged investing - to potentially reduce your tax liability and let more of your money work for you • Retirement planning - to design an investment strategy to help you meet all of your retirement goals • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed • Estate planning - for preservation of wealth from generation to generation • Mutual Funds & Tax-Deferred Annuities If this method of financial planning for your needs sounds appealing, I invite you to spend some time exploring our website. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.

Education

1999 - 2001

Pepperdine University

Bachelor of Science, Management

The George L. Graziadio School of Business and Management

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