Alex is the president and founder of AW Wealth Advisory located in Irvine, California. He has been working in the financial Industry since 1990.
Alex received the Certified Wealth Strategist designation through Cannon Financial Institute .He is fully licensed in securities, (Series 7, 63, 66 and 24) as well as California accident, health and life insurance licenses ( CA insurance license # 0752783). Alex is licensed in CA, NY, HI, and CT.
Alex is a member of Financial Services Institute.
Alex works with his clients comprehensively in their wealth management plans.
At first we get to know the client, learn about not only their financial goals but also about their dreams and aspirations. We then do a comprehensive review of all the assets and create a tailored investment portfolio designed around the risk tolerance, and desired rate of return. At AW Wealth Advisory, we believe in the continuous rebalancing and reallocating of your investment portfolio. The rebalancing process is not just based on time frames (such as quarterly). Rather it is based on market movement. In the same time we monitor and conduct quarterly and annual reviews to ensure that your portfolio is on track to work towards your desired objectives.
Alex fully believes that the client must feel good about how his or her investments are handled at all times.
Furthermore, both Alex and AW Wealth Advisory take pride in giving each and every client the attention and care they deserve as each client is unique. Alex believes in building long term solid relationships with clients.
Ongoing communications, trust and follow up are just a few traits that you will always get when you become one of Alex’s and AW Wealth Advisory’s clients.