Financial Life Design

At Lake Avenue Financial, we believe true financial planning goes beyond spreadsheets and market returns. We take the time to understand who you are, what truly matters to you – your family, your career aspirations, your personal passions, your legacy – and then craft a financial strategy that supports every aspect of your life.

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Your Guides

We understand that you have unique considerations when planning for the future. Our caring and knowledgeable team is dedicated to listening to your needs and guide you every step of the way.

Meet The Team

Clients First

You are at the center of everything we do. We’ll help design a plan that aligns with your goals, values and priorities.

Our Process

Simplicity

Managing your money wisely can be overwhelming and complicated. But with the help of our financial advisors, it doesn’t have to be.

Keep It Simple

Turn Dreams Into Reality

Meet some of our clients who were empowered on their financial journey and achieved true wealth and well-being.

Success Stories

Here’s what our clients are saying.

  • ⭐⭐⭐⭐⭐

    “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.

  • ⭐⭐⭐⭐⭐

    “I've worked with Alex and his team for 20 years, and am always impressed by their consummate professionalism, astute advice, ability to explain and teach me about financial matters, and most importantly, their trustworthiness. They treat their clients like family!”

    Andrea P.

  • ⭐⭐⭐⭐⭐

    “I cannot begin to tell you how incredibly wise, competent and generous this financial advisor is, Alex Chalekian. We have had a top-notch experience at Lake Avenue Financial and completely trust Alex and his team to handle our family's finances. Working with money and finances can be extremely stressful and he has made our life so much easier by his effective, comprehensive and supportive counsel.”

    Carla S.

  • ⭐⭐⭐⭐⭐

    “Alex and Rosa have taken care of me for several years now and have patiently walked me through all the financial pros and cons to navigating and updating all the electronic data management. A wonderful family owned business who adopts their clients.”

    Patricia K.

  • ⭐⭐⭐⭐⭐

    “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.

  • ⭐⭐⭐⭐⭐

    “I’ve been working with Alex and his team for the last few years and everything has been first class. I would recommend them to anyone who is looking for a financial planner.”

    Silvia V.

  • ⭐⭐⭐⭐⭐

    “Alex, Rosa, and their team have been wonderful to work with. I have peace of mind knowing my financial portfolio is being handled with care. They're always available to answer any questions or concerns I may have while keeping my best interests at the forefront. It's nice to have an advisor who listens to what matters to me and gives me guidance on how to proceed confidently.”

    Shabana S.

  • ⭐⭐⭐⭐⭐

    “We have enjoyed working with the team at Lake Avenue Financial on our retirement plan.”

    Elizabeth T.

  • ⭐⭐⭐⭐⭐

    “As I'm aging and slowing down both physically and mentally, Alex and Rosa have really stepped up to assist and guide me. My estate planning documents were 10 years old and needed a lot of updating. They are very knowledgeable financial managers and estate planners. They are also very attentive listeners. After several meetings (during which they were incredibly patient!) I feel confident I now have in place everything I need.”

    Gail M.

Disclaimer

Some commonly asked questions.

  • Lake Avenue Financial's minimum is typically around $500,000 in investable assets, though it's a guideline more than a hard line. If you're not quite there today, it's still worth a conversation. What matters more is fit: your stage of life, what you need from your advisor now, and where you're headed.

    For those who are just getting started or prefer the hybrid approach to finance, we created Lake Avenue Academy. The Academy is for both financial beginners who are new to managing their money and for advancing learners who have some financial knowledge but want to make more informed decisions without the cost of a full-time financial planner.

  • Yes, we are fiduciaries and are legally obligated to put your best interests first. As an independent Registered Investment Advisor (RIA) we don’t offer any proprietary products and only recommend what’s truly the best fit for your situation.

  • Lake Avenue Financial is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. We offer several options for our financial planning and asset management services. Head over to our Pricing page to learn more.

  • Yes, as an independent Registered Investment Advisor (RIA) we provide fee only financial planning and asset management. Our clients have us manage their assets as part of their overall financial plan.

Visit our FAQ page for more.

Are you ready to achieve financial independence?

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