Senior Wealth Manager
Alex is the Managing Director of our investment advisory services at Penniall & Associates, committed to building a practice on the values of honesty, trust, and dedication. He strives to maintain client-advisor relationships that consists of openness, trust, and mutual understanding. By carefully examining each client’s needs, goals, and expectations we are able to present strategic solutions tailored to specific situations. With the appropriate balance of planning, advice and product implementation, each plan is customized, unique, and confidential for each client.
Prior to joining Penniall & Associates, Alex worked with Creative Planning as a Wealth Manager. As Team Lead he was responsible for the wealth management services the team provided to clients. He also draws a significant amount of investment knowledge from his work as an Investment Advisor with New England Financial.
Alex received his Bachelor of Arts degree in Communications and Business Finance minor, from the University of Arizona. He is currently working toward his Certified Financial Planner designation. At his previous firm he was also recognized as a MetLife Special Needs Planner.
Alex is married to Tara, and they have two beautiful little boys, Xander and Enzo. Together they live in the lovely foothills area of La Crescenta. Alex is an active cyclist and holds a USA Cycling racing license. He teaches indoor cycling classes at the La Canada YMCA. Outside of cycling, his passion is spending time and being active with his family.
Alex’s top priority is to keep the client’s best interest in mind at all times, while keeping their short and long term goals in sight.