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 two interesting facts about you?
I am a SPIN instructor, moonlight as a DJ and I truly love to DANCE!!!
What is something people in the financial world have to deal with that you want to fix?
Conflicting interests… I want to create a conflict free advisory practice where clients are served the advice that is truly in their best interest given their circumstance in life.
What do you do at Bridge?
I serve both the employees and the clients of Bridge Advisory, ensuring a quality work experience for our employees, driven by investment in education and disciplined vision for how we create a positive engagement our clients.
What are your credentials/past experience, for working in your position?
I have served as a financial advisor since 2004, and entered the field as an intern in 2002 with Morgan Stanley. I have worked in a variety of firms starting at the largest and working my way down to Bridge Advisory. I believe that my experience working with several different types of clients and different firms has allowed me to gather a deep knowledge of our industry, which, in turn, has allowed me to get to the senior level role I serve today.
What’s your Archetype?
Protagonist Personality, ENFJ-A
What do you like about working at Bridge?
The people, the buzz, the energy. While we are a long-standing wealth management firm, we are creating an environment to disrupt the traditional engagement we are expected to deliver. At the end of the day we work with a lot of diverse and interesting people. That is the best part about my job.
What’s your background?
It’s quite simple, I am a Romanian immigrant that rubbed two nickels together and created a life in America providing financial guidance. I am not a rags to riches story, but I have seen perspectives on life that many in my field have not. I believe this allows me to see avenues of our business that others do not see or perceive.
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.