Chartered Retirement Planning Counselor℠

BIOGRAPHY

Alex earned his Bachelor of Arts in Finance from the Mihaylo College of Business and Economics at California State University, Fullerton and has been in the financial services industry since 2015.

Prior to joining a fee-only firm Alex worked at one of the largest brokerage firms in the United States and held FINRA Series 7, 66, and CA insurance licenses. Alex is interested in expanding his experiences and creating more comprehensive financial plans he joined Pure Financial in 2021.  As a Financial Planning Strategist at Pure Financial Advisors, he collaborates with a team of financial planning professionals to develop financial plans that align with clients’ short-, mid-and long-term goals.

In his spare time, Alex enjoys spending time with his wife Kayla, and their dog. He also loves to explore new cities, visit family, and volunteer at his local church.