Alex Chalekian | Founder

Growing up in Los Angeles, I witnessed firsthand the financial challenges my parents faced. Coming from an immigrant family, I realized early on that my parents lacked the resources to thrive in the US. Despite their strong work ethic, they struggled to make significant progress.

Unfortunately, traditional financial advisors were not willing to guide my parents in understanding financial matters. Instead, they were often targeted by salespeople who took advantage of their unfamiliarity with finance, selling them unnecessary products.

I made it my mission to guide my family and myself towards breaking the cycle of poor financial habits and work on creating wealth. At the age of 21, I took a leap into the financial industry and learned all I could. I started my practice in 1997 and focused on educating my 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, we've had the privilege of supporting numerous individuals through their financial journey.

77% of women would feel more confident about their financial future if they worked with an advisor.

Did you know that women are increasingly taking the lead in managing their finances and their families? Today, more women are becoming breadwinners in households across the United States. What's more, women tend to live about five years longer on average, which often means they will be solely responsible for household financial decisions at some point in their lives — with estimates ranging from 80% to 90%.

Our team members at Lake Avenue Financial understand that navigating these financial responsibilities may be challenging. But rest assured that you are not alone. We’re here to help you make informed decisions and secure your financial future confidently.

Here’s what you can expect when working with us.

A collaborative and relationship-based approach focused on your values, goals and priorities.

We’ll pay attention to the things that matter to you and measure success against achieving these key milestones.
No more financial lingo! We use plain language when discussing your finances.
We are thoughtful, caring and great listeners. We promise you’ll be heard, valued and respected.
Our goal is to educate and guide you to make the best financial choices, not put you through a sales pitch or hide conflicts of interest.
You’re in a safe space. We encourage you to ask questions about personal finance topics and other items that relate to your well-being.
We won’t bore you with charts or overwhelm you with an 80 page financial plan. Our mission is take the complicated and turn it into elegant simplicity.
Just like a good doctor would never write a prescription before they performed a thorough diagnosis, we would never make recommendations without first understanding the problem.
Lastly, we’ll make sure you are empowered to make those important decisions.

Our Team

Rosa Chalekian

CCO
For over 10 years, Rosa has been passionate on providing clients with an amazing experience. Her love for building long-standing relationships with clients is fundamental to her role.
Alex Chalekian

FOUNDER & CEO
Alex has been dedicated to helping his clients achieve financial freedom for over 25 years by educating them on how to build better money habits and make smarter financial decisions.
Jess Bost

CFP®, RICP® & AIF®
Jess has spent over 15 years coaching people to get from where they are, to where they want to be. She is passionate about empowering people to achieve everything they want out of life.
Jeremiah Ramirez

PARAPLANNER
Jeremiah believes in providing transparent and objective financial planning with an emphasis on the client experience. He works directly with our financial planners to develop your roadmap.
Traci Kaas

CeFT® & CSSC
As a Certified Financial Transitionist® and Certified Structured Settlement Consultant, Traci has financially transitioned individuals involved in personal injury, wrongful death, workers’ compensation, class action and employment cases.