Alex Chalekian - Financial Literacy that Sticks (Live from LA)
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Alex Chalekian. Alex is the founder and CEO of Lake Avenue Financial. He has been dedicated to assisting his clients in working towards their financial goals for over 20 years. He works diligently to help his clients crystallize their financial goals, and then develops a comprehensive plan to build and manage financial assets toward these goals. Alex actively monitors each personal plan year after year to ensure the plan is followed and to maximize opportunities by making occasional adjustments, when necessary, to help keep clients’ goals in view. Because of this plan-driven approach, he stresses that long-term, familiar relationships are the cornerstone of his business practice. Regarded by clients as “thorough” and “innovative,” Alex has served as a financial consultant to many successful professionals, business owners and retirees. His approach matches perfectly for individuals who want a well-conceived financial plan stressing long-term, value-orientated investing supported by effective tax and estate planning strategies. Throughout his career, Alex has devoted significant energy to assisting women who have gone through divorce or the loss of a spouse. Alex received a business management degree from Pepperdine University. He began his career working at a nationally-recognized financial institution and an accounting firm. Alex entered the financial consulting business in 1997, founded Chalekian Wealth Management in 2003, and later founded Lake Avenue Financial in 2014. When he is not working, Alex commits his energy to his family, friends and community. Some of his favorite activities include traveling and playing sports.
Standard Deviations with Dr. Daniel Crosby · Dr. Daniel Crosby, Alex Chalekian
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Show Notes
Tune in to hear:
- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space?
- Knowing what we know about behavior, what does effective financial literacy education look like?
- Is there a way we can take the fight of financial literacy to an institutional level? Also, is there any hope of having financial literacy win out when large companies often monetize people’s poor financial decisions?
- If Alex had to do it all over again, with two decades of experience behind him, what would he do differently as an advisor?
- What is Alex’s niche and how does he differentiate himself from 300,000 peers?
- Where does Alex think the financial service industry will be in 25 years from now?
- How has Alex’s relationship with his clients changed him for the better?
https://www.lakeavefinancial.com
https://www.futurvest.com
Compliance Code: 1358-OAS-8/1/2022