Alex C. Trejo has over 30 years of experience in comprehensive financial planning, specializing in the areas of personal and business retirement and investment planning.
Alex has worked with the retirees of many local companies including Raytheon, Hughes/Boeing, Exxon, Northrop/TRW, Pacific Bell, Chevron, L.A. County, and Xerox.
Alex earned his Bachelor’s Degree from UCLA where he studied Economics with an emphasis in Business. Alex is a Certified Financial Planner Practitioner (CFP) and is a Registered Representative with LPL Financial. He is also licensed in Life/Health/Disability Insurance.
He specializes in Investment, Retirement, and Estate Planning. The services provided range from investment and tax strategies to wealth management. A special emphasis is placed on investment selection and portfolio review.
Alex currently lives in Manhattan Beach, and has resided in the South Bay for the last 50 years.