As a Managing Partner at One Wealth Advisors, Alex focuses on relationship management and holistic financial planning for clients of the firm. A CFP® professional with over a decade of experience, Alex is passionate about translating complex issues into easy-to-understand solutions that help clients to achieve their goals.

As a long time Golden State Warriors fanatic (which his family had season tickets for over 30 years until recently), Alex can often be seen proudly sporting a Warriors hat or t-shirt – so don’t be surprised if he ropes you into a discussion about basketball!

Native to the Bay Area, Alex loves taking advantage of all that the area has to offer including hiking and exploring new restaurants & wineries. He also has a serious case of wanderlust with a desire to visit multiple locations on every continent. He has checked a number of countries off his list including France, Italy, Spain, Australia and Indonesia.

Alex loves music and over the years he’s experimented playing a number of instruments including the guitar, bass, drums and he occasionally can even be found messing around with his turntables at home. Recently, he has found his free time to be a bit more limited as he just had his second child and really enjoys being a father. He loves spending as much time as he can with his son Owen, daughter Charlotte, and his wife Kate as well as their extended family and friends in the area.