ALEX CRUZ

My interest in financial planning started when I was seven. My parents gifted me some investments for my birthday. The portfolio was made up of growth mutual funds and stocks in well known companies... But I dug in and started doing research. And as the years went by, I made some great choices. I also made a few decisions I regretted-such as not selling stocks when I'd already made a huge gain.... I work with my clients to help them make the most of every part of their wealth-earned, potential, and possible. I also make it a priority to help reduce the stress of financial management so you can fully enjoy having the wealth you've created.

Also known as: Alex Cruz Wealth Management

Primary location: Irvine United States