Apr 07, 2025 TSG Manhattan Beach Expands, Welcomes Alex Trejo as Newest Managing Director

TSG Wealth Management is pleased to announce that Alex C. Trejo, CFP®, has joined the practice as the newest Managing Director in the Manhattan Beach office. With over 34 years of experience in comprehensive wealth planning, Alex brings a depth of knowledge and dedication to helping clients navigate their financial futures.

Throughout his career, Alex has specialized in personal and business retirement and investment planning. He has worked extensively with retirees from leading corporations such as Raytheon, Hughes/Boeing, Exxon, Northrop/TRW, Pacific Bell, Chevron, L.A. County, and Xerox. His extensive expertise, coupled with a passion for client success, makes him a valuable addition to the TSG team.

“I am thrilled to be part of a practice that values collaboration and prioritizes client success,” reflected Alex. “TSG’s commitment to providing personalized financial strategies aligns with my own approach to wealth management. I look forward to contributing to the continued growth of the Manhattan Beach office and supporting clients in achieving their financial goals.”

Mark Schulten, Managing Partner at TSG Wealth Management, welcomed Alex, noting the strength he brings to the team. “Alex’s deep knowledge and decades of experience will enhance our ability to provide tailored financial solutions. His dedication to building lasting client relationships makes him a perfect fit for TSG.”

In addition to his professional accomplishments, Alex has been a staple in the South Bay community, calling Manhattan Beach home for over 50 years. His local perspective and community ties further enrich his ability to understand and meet the unique needs of his clients.

“We are excited to welcome Alex to our Manhattan Beach office,” expressed Allen Schreiber, Partner. “His impressive career and passion for client service align seamlessly with our team’s values. Alex’s expertise will be instrumental in helping our clients plan for a secure financial future.”

Alex earned his Bachelor’s degree in Economics with an emphasis in Business from UCLA. He holds the CERTIFIED FINANCIAL PLANNER® designation and is a Registered Representative. His comprehensive understanding of investment strategies, tax-efficient planning, and estate management allows him to offer insightful and personalized financial advice.

Brian Borst, CEO of TSG Wealth Management, commented on the significance of this addition to the TSG: “At TSG, we are proud to foster a ‘by advisors for advisors’ atmosphere where the best in the industry can collaborate and grow. Bringing on accomplished leaders like Alex strengthens our ecosystem and enhances the resources we provide to our clients. His dedication to continuous learning and delivering tailored financial solutions makes him an excellent fit for TSG, and we are excited to see the impact he will make.”

Alex’s enthusiasm for financial education extends beyond his client work. As a sought-after speaker, he regularly presents at investment and retirement planning seminars throughout Southern California, empowering individuals with the knowledge they need to make informed financial decisions.

Please join us in welcoming Alex C. Trejo to TSG Wealth Management. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.