Alex Tanious, CFA, CAIA
Managing Director
As a financial advisor, Alex Tanious is dedicated to helping individuals, families and businesses develop financial strategies and strategic planning that focus on their needs and goals. He is committed to focusing on client’s full financial picture by integrating the three pillars of wealth management; investment management, lending, and planning. His mission is to empower clients to meet their financial needs by providing comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. Alex has achieved both the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations in his efforts to provide the highest level of advice for his clients.
Having been a part of the wealth management industry for the past 14+ years, Alex strives to help each one of his clients plan for a financial future in a way that best meets their goals. In addition to helping his clients, Alex is committed to helping his community and those who desire to become more educated with regards to managing personal finances. Away from the office, Alex also enjoy spending time with his family and friends, traveling and playing tennis and golf.
Alex graduated from The George Washington University School of Business with a focus in finance.
CA Insurance License #0I38577. Resident State: CA.