Alex currently lives in San Francisco with his family. He is actively involved at his local temple and community. He is passionate about volunteering and meeting new people. Alex is an amateur home cook that loves experimenting with new recipes and styles of cuisine. He enjoys spending time with friends and family, skating, and traveling.
Personal
Professional
Alex is a Financial Representative at Northwestern Mutual. He is a graduate of the University of Southern California (USC) with a bachelors degree in Economics. He has previously worked in the Technology, Biology, and Food Industries. Alex is driven by working with passionate and motivated individuals and families to plan their financial futures. My mission is to help my clients reach their short and long term goals and ensure that they are fully taken care of while taking advantage of time and maximizing efficiency. My team and I are focused on providing the best financial advice that is catered to each individual client.
Education
Bachelor of Arts in Economics from the University of Southern California (USC)
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
