Alex Chalekian's Email & Phone Number

💼 Past Experience

Interested in becoming a financial advisor?lakeavefinancial.com or (866) 528-3660

🎓 Education

Alex Chalekian has a B.S. from Pepperdine University, Management from 1999 to 2001. Chalekian has since completed his work readiness program, which was made effective in January of 2017. Chalekian completed the program with the goal of becoming an effective business professional. Chalekian has a great understanding of the business world and its complexities. Chalekian has a strong understanding of problem solving andCAN be himself to solve any type of business problem. Chalekian has excellent management skills and a successful track record in businesses that have utilized his skills. Chalekian's education and work Readiness are an excellent blend that will benefit him in his continued effort to succeed in the business world.

💡 Technical & Interpersonal Skills

All of our work experiences have been in the financial planning and investment industry. I have worked with clients who have a variety of needs, from saving for a rainy day to estate planning. In addition, I have worked with many different types of clients, including people who are just starting out, people who have been in the industry for a long time, and people who are ill-prepared for their own finances.I have a lot of experience when it comes to estate planning, as I have worked with clients in a lot of different ways. In some cases, I have worked with them to create a retirement plan, in other cases I have worked with them to create a mutual fund plan, and in others I have worked with them to create a nontaxable IRA. I have also worked with them to create a specialstatus designation for their estate, like a trusts or a living trust.I have a lot of experience when it comes to financial planning, and I enjoy working with clients to help them achieve their financial goals. I am also a very good listener, and I am always happy to answer any questions my clients have.