Alex Chalekian

Alex Chalekian

Formal First Name

Alex Chalekian is the Founder and CEO of Lake Avenue Financial, a wealth management firm. For over 20 years, he has been dedicated to assisting clients in working towards their financial goals. Regarded by clients as thorough and innovative, Chalekian has served as a financial consultant to many successful professionals, business owners, and retirees. He stresses long-term, value-orientated investing supported by effective tax and estate planning strategies in generating a financial plan for his clients.

Professional Experience

Academic History

  • Chalekian started his career in 1997 at SunAmerica Securities and later moved his practice to American Express Financial Advisors to focus on financial planning
  • He is a Certified Estate Planner and holds Series 6, 7, 24, 63, and 65 securities registrations.
  • He also holds Life, Disability, and Long-Term Care Insurance licenses with the State of California.