Alex Chalekian
Alex Chalekian is the Founder and CEO of Lake Avenue Financial, a leading California-based wealth management firm. With more than 25 years of experience in the financial services industry, he is dedicated to helping clients achieve their long-term financial goals through personalized planning, disciplined strategies, and a strong focus on financial education. His approach emphasizes building better money habits, improving financial literacy, and empowering clients to make smarter, more informed financial decisions. Beyond leading Lake Avenue Financial, Chalekian is active across media and industry platforms, where he shares insights on building world-class wealth management firms, adapting to industry trends, and fostering sustainable growth within the advisory space.
Alex Chalekian Professional Experience / Academic History
Professional Experience
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Founder and CEO
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Forbes Finance Council Member
Academic History
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B.S., Management
CURRENT AFFILIATIONS
Founder, Futurvest
Learn Mentor, Altruist
Advisory Council Member, Wealth.com
Student Mentor, California Council on Economic Education
EARLY CAREER
Alex Chalekian began his career in the financial consulting industry in 1997, laying the foundation for what would become a highly influential role in wealth management.
In 2003, he founded Chalekian Wealth Management, and later expanded his vision by establishing Lake Avenue Financial in 2014, which has since become one of the fastest-growing advisory firms in the industry through a series of successful acquisitions.
He has also served as a trusted financial consultant to high-net-worth individuals, business owners, and retirees, providing tailored strategies to support their unique financial goals.
Chalekian is a Certified Estate Planner (CEP) and holds multiple securities registrations, including Series 6, 7, 24, 63, and 65, as well as insurance licenses in California, underscoring his extensive qualifications and commitment to professional excellence.