LAKE Avenue Financial LLC
SEC RegisteredDesign Your Financial Independence
About the firm
Alex Chalekian is a financial planner who has been helping individuals build, preserve and enjoy their wealth for over 25 years. He offers a weekly newsletter called The FI Blueprint, online courses through Lake Avenue Academy, and one-on-one meetings.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Weekly financial newsletter (The FI Blueprint), online courses and live workshops through Lake Avenue Academy, a supportive community, practical financial tools, and one-on-one meetings.
Who they serve
Individuals looking to build, preserve and enjoy their wealth, from those just getting started to those further along on their financial journey.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAKE Avenue Financial LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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