Meet the Operations Team & Client Service Associates

Alex Chan

Client Service Associate

Alex is a Finance graduate from the University of Hawaii at Manoa, where he excelled as a Division 1 collegiate swimmer. With several years in the Financial Services Industry, he brings a wealth of expertise and an energetic approach to his work. He believes in acting in the best interest of the client, upholding the values that SteelPeak Wealth supports. Raised in Los Angeles, Alex enjoys an active lifestyle that includes snowboarding, hiking, swimming, and hot yoga. In his spare time, he manages a cat influencer business with his partner demonstrating his entrepreneurial flair and diverse interests.

 

T 818 835-8782

alex.chan@spwm.com