Financial Planning Associate
San Diego State University, B.S. Financial Services
Alex was born and raised in Los Angeles. He received his Bachelor of Science in Financial Services from San Diego State University. Currently, he is completing his CFP coursework at the College of Financial Planning and is expected to take the CFP examination in July 2018. Prior to joining EP Wealth Advisors, Alex has worked at E Money a financial planning software company. Alex is passionate about developing a strategic financial road map for the rest of your life. In his spare time, Alex enjoys hiking and eating out around southern California.