Alex Chalekian

Alex Chalekian is a financial industry professional with over 25 years of experience in helping people achieve financial freedom. He is the founder and CEO of Lake Avenue Financial, an RIA (Registered Investment Advisor) based in Pasadena, California.12

Career Highlights

Futurvest: Chalekian founded Futurvest in April 2021. Futurvest is an online wellbeing platform designed to educate users and help them plan, track, and meet their financial goals. The platform aims to assist its community in becoming financially independent and improving their financial literacy while making finance engaging.1

Lake Avenue Financial: Since April 2014, Chalekian has been serving as the CEO of Lake Avenue Financial. This firm provides fee-only, comprehensive, independent advice focusing on wealth accumulation, asset protection, and estate preservation.1

Previous Experience:

• Head of Practice Acquisitions at Integrated Partners (October 2019 - September 2021)
• Financial Advisor at Chalekian Wealth Management (October 1997 - April 2014)1

Education and Certifications

Chalekian holds a Bachelor of Science in Management from Pepperdine University's George L. Graziadio School of Business and Management. He also possesses several professional certifications, including:

• Registered Investment Adviser (Series 65)
• Certified Estate Planner™ (CEP®)
• General Securities Principal (Series 24)
• General Securities Representative (Series 7)1

Personal

Alex Chalekian is based in Pasadena, California. When not working, he dedicates his energy to his family, friends, and community.2 In 2022, Alex and his wife Rosa, along with their three sons, launched Futurvest as a subscription service providing financial education and coaching.3