Alex C. Trejo, CFP®
Managing Director
With over 34 years of experience in comprehensive wealth planning, Alex C. Trejo, CFP® specializes in personal and business retirement and investment planning. Throughout his career, he has worked extensively with retirees from major corporations, including Raytheon, Hughes/Boeing, Exxon, Northrop/TRW, Pacific Bell, Chevron, L.A. County, and Xerox. A sought-after speaker, Alex regularly presents at investment and retirement planning seminars across Southern California, helping individuals navigate their financial futures with confidence.
Alex earned his Bachelor’s degree in Economics with an emphasis in Business from UCLA. Committed to professional excellence, he has completed numerous advanced courses and continues to expand his expertise through ongoing education. As a Managing Director at TSG Wealth Management’s Manhattan Beach office, he provides clients with tailored investment strategies, tax-efficient planning, and wealth management solutions. His focus includes investment selection, retirement planning, and estate planning, helping ensure his clients’ financial goals align with their long-term objectives.
In addition to holding the CERTIFIED FINANCIAL PLANNER® designation, Alex is a Registered Representative and is licensed in Fixed Annuities and Life/Health/Disability Insurance.
A longtime resident of the South Bay, Alex has called Manhattan Beach home for over five decades. His deep-rooted connection to the community further enhances his commitment to serving clients with integrity and personalized care.