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.
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.
Click here to learn more about Lake Avenue Financial
Click here to learn more about the FAIR Tech Fund
Click here to learn more about AdvisorsUNITE
Click here to learn more about Alex’s Media Appearances
Click here to learn more about hiring Alex for Speaking Engagements
Click here to order your copy of How I Invest My Money
