Alex brings nearly a decade of experience as a financial advisor at a large nationwide financial planning firm, where he built his practice around helping clients grow long-term wealth and find real confidence in their financial lives. Being a native of the Bay Area, Alex has worked extensively with tech professionals, engineers, medical professionals, and more. Ultimately, Alex enjoys working with good people who want to take their finances to the next level.

He found Lifeworks and joined the firm to better serve his clients and community. Lifeworks’ goal oriented; client focused financial planning values made it an easy decision.  

Alex is a USC Economics graduate, entrepreneur, and cofounder of a growing night market in the Bay Area. He also is co-owner of a boba shop in San Francisco, blending business, culture, and connection beyond finance. He has a knack for seeing where business, culture, and people intersect, and that instinct carries right into the work he does with clients.

When he’s not at the office, you’ll find him on the golf course or out walking his three dogs through the city streets. Alex also has a love for food and will always have something cooking in the kitchen.