The FI Blueprint

Ready to design your financial independence and build the future you want? For over 25 years, Alex Chalekian has been helping individuals build, preserve and enjoy their wealth.

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Meet Alex

At the age of 21, Alex Chalekian took a leap into the financial industry and learned all he could. He started his practice in 1997 and focused on educating his clients on how to develop strong money habits and make smarter financial choices.

Fast forward 25 years later, and Lake Avenue Financial proudly stands as one of the premier financial planning firms in Los Angeles. Over the years, Alex has had the privilege of supporting numerous accomplished professionals, business owners, and individuals in their financial journeys.

Throughout his career, he’s had the pleasure of sharing his insights on numerous media platforms and has been honored to speak at prestigious industry conferences. Alex has been recognized as one of the Top 100 Financial Advisors in the United States by Investopedia for several years in a row.

Even with all the success, he shares his journey in the FI Blueprint, hoping to leave a positive impact by empowering thousands of individuals.

Alex is, quite simply, the financial planner you want on your side. He and Rosa continue to go to great lengths to ensure that I am comfortable, supported, educated and making smart financial decisions. He strikes the perfect balance between protecting my assets and empowering me to do more. If you experience a big financial event, whatever that might be, Alex should be your first call.

Ali L.

Entrepreneur

Alex, Rosa and the entire team at Lake Avenue have been a part of our family for over 20 years. They have undertaken the tasks of getting our children off on the right financial footing as well and there isn’t a question that hasn’t been answered over the years by this phenomenal team of caring professionals. Put your trust in them and you will not be disappointed!!

Ryan S.

Sales Manager

This financial practice is ‘la creme de la creme’! Excellent customer service, topped only by extraordinary competence and deep knowledge of the industry. Don’t be fooled by Alex Chalekian’s youth; his wealth of knowledge along with great listening skills confirms that you are in good hands. Rosa Chalekian, makes certain that everything and everyone is perfect! I could not have found a better financial firm.

Andrea M.

Retiree

Working with Alex & Lake Avenue Financial has been incredible! I have had several virtual and in person meetings with Alex, each of which has left me feeling better and more confidant about my financial future and general outlook on life. In a very short period of time he has already reduced stress & complexities associated with my financial goals, and I'm super excited to continue working with him.

Dylan M.

Software Engineer

Alex and Rosa are the friends you've always wanted, who also happen to be savvy financial advisors. They are both thoughtful, kind and helpful. My husband and I couldn't be happier that we've started working with this dynamic duo!

Winnie L.

Brand Strategist

Alex and everyone at Lake Avenue Financial have been so responsive and helpful. I greatly appreciate all the support and attention with such important matters.

Joe N.

Engineer