Alex Zepkowski


Pasadena, California

Services Offered:

  • Financial Planning
  • Investment Management
  • Retirement

Fee Structure:

  • AUM

Fee Only?     yes

Disclosures

About Me

Top Issues

Accountability

Environment

Human Rights

I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®) and fee-only registered investment advisor with Lake Avenue Financial in Pasadena, CA. I recently started a blog, The Retirement Beet, on Sustainable Investing and Retirement Planning topics (www.retirementbeet.com). 

I hold a bachelor’s degree in Finance from the University of Miami in Coral Gables, Florida. As an undergraduate, I developed an affinity for investing and was profiled in a 1998 issue of Worth Magazine highlighting the democratization of personal finance through online brokerage firms.

To this day I remain passionate about leveraging technology to provide clients with a modern and interactive financial plan with an emphasis on the client experience.

I currently serve as the Study Group Chairperson for the Financial Planning Association, San Gabriel Valley chapter.

I live in South Pasadena with my wife Sarah and our three children, Nathan, Alena and Harris.

Investment advice offered through Integrated Financial Partners, doing business as Lake Avenue Financial, LLC, a registered investment advisor.

Years of Experience

12

Credentials

  • CFP® - Certified Financial Planner®
  • BA - Bachelor of Arts
    Finance
    University of Miami