Nickname – “Aleeximo”
I was born in Bucharest Romania and emigrated to the US as young boy with my family. We settled in Crescenta-Canada Valley, and I never really left. Today my wife, Tara and our boys, Xander and Enzo live in La Crescenta only one mile away from my childhood home. My community, friends and family have always been most important in my life; and it is surreal to be in my childhood hometown with my same friends, raising a family and running a successful wealth management practice within its borders.
Currently I serve as Wealth Manager and a Partner of Bridge Advisory, LLC. As in my personal life, I am committed to building a practice on the values of honesty, trust, and dedication. I strive to maintain client-advisor relationships that consists of openness, trust, and mutual understanding. By carefully examining each client’s needs, goals, and expectations we are able to present strategic solutions tailored to specific situations. With the appropriate balance of planning, advice and product implementation, each plan is customized, unique, and confidential for each client.
Along side of my primary job with Bridge, I am also a Schwinn certified indoor cycling instructor with the YMCA of the Foothills. This allows me the opportunity to share my passion for all things cycling with those around me, and hopefully help others on their journey to getting more fit and healthy. As an active cyclist, I firmly believe maintaining your health and fitness goals sets you on a better path to financial success. Along side of teaching indoor cycling classes, I am also a member of the YMCA of the Foothills Board of Directors, where I am able to give back to the community and organization that has shaped my life today.
In my free time, I love camping, cycling, wine tasting and most of all appreciating life.
What are the Bridge Advisory Core Values that drive you?
Trust and Integrity – “The glue that holds all relationships together–including the relationship between the leader and the led–is trust, and trust is based on integrity.” –Brian Tracy
Your top three favorite Podcasts/Books?
The Childhood’s End – Arthur C. Clark, The Influential Mind – Tali Sharot, The Twits – Roald Dahl
What do you enjoy doing when you are not working?
If you clicked on my photo, I think you know. I am a cyclist a heart. I live and breathe riding a bike and being outside. I commute to work via bike more than I drive, and I love the freedom riding a bicycle allows me. Riding has always made me feel youthful, but now I get to do it with my family, especially my two boys, Xander and Enzo who, thankfully, love riding with their dad.
What are you looking forward to?
Seeing how the industry and market place will change in the years to come, with so much new tech and innovation being developed.
What makes you smile?
People, I am a people person so the daily interactions I have with clients help me thrive.
What would you do if you won the lottery?
Honestly, nothing different… I would simply be happy to have generational security for my family.
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
I was born in Romania, so my travel back to my home country has always been my favorite adventure and travel destinations.