Alex holds a Bachelor of Science in Business Administration from California State Polytechnic University, Pomona, and is currently pursuing a Master of Science in Finance at the University of La Verne. As a Planning Specialist at Falcon Wealth Planning, he supports clients and advisors with a focus on accuracy, efficiency, and building meaningful relationships.
Outside of work, Alex enjoys playing golf, snowboarding, following the markets, and spending time with family and friends. His enthusiasm for continuous learning and dedication to helping others make him a valuable part of the Falcon Wealth Planning team.
