Lake Avenue Financial - Pasadena, California

Veronica Carbajal

I recently had the opportunity to work with Rosa and Alex my financial advisers. Working with them has been a rewarding experience. They not only helped me clarify my financial goals but also provided the guidance and expertise necessary to achieve them. This partnership has been instrumental in setting me on a path toward financial security and peace of mind. I highly recommend seeking out their knowledgeable and trustworthy financial advisers for anyone looking to enhance their financial well-being.

Ali Levin

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.

Shabana Siyed

I highly recommend Lake Avenue Financial. 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.

Carla Sameth

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. We are so grateful to him for financial wisdom and counsel and to our family member who referred us to him.

Andrea Blum Mark

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 Chelakian’s youth; his wealth of knowledge (pun intended) along with great listening skills confirms that you are in good hands. Rosa Chelakian, the compliance officer (along with many other responsibilities) makes certain that everything and everyone is perfect!

I could not have found a better financial firm. You’ll be very happy to do business with Lake Avenue Financial.

Ryan Struse

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!!

Dylan

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.

Anthony Hizon

Alex and team at Lake Avenue Financial were amazing to work with! When we reached out to them, my wife and I knew we were generally doing “what we were supposed to do” in terms of saving for retirement, but we had no idea about specifics or even how to start thinking about future finances in a structured way. We wanted to know if we could upsize our housing, how many kids we could afford to have, and how much we could afford to spend on a new car. We also wanted to know how much doing those things now could affect the age we could retire and how much we could spend monthly in retirement. Alex and team helped us answer all those questions clearly for the first time. If you’re wondering the same things, I would highly recommend Alex’s team and their services!