Alex Lutz

WORK HISTORY

EDUCATION

ABOUT ALEX LUTZ

I help individuals and businesses with their long-term goals by developing a tailored strategy for each of our clients. Whether you are retirement planning, preparing for the unexpected, saving for education, or saving money on taxes I assist through an established process to identify their needs, wants, & wishes, by understanding what is important to them.Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. We live in a new era of fast economic times, longer life expectancies, and retirement is changing in a dramatic way. The reality is majority of people are not prepared for retirement.Growing up in a family of entrepreneurs has taught me to be self-driven and organized while learning the importance of budgeting and investing. I have a bachelor\'s degree in business with a concentration in financial management and have worked in the financial industry for ten years. Being in the industry has allowed me to gain a tremendous amount of knowledge and develop skills needed working in personal finance, estate considerations and wealth strategies. I pride myself in having worked with clients who are focused on building wealth as well as small business owners by developing custom financial goals to meet their individual needs.My wife, Katy, and I live in the beautiful city of San Diego, California. I enjoy playing golf, fishing, and watching sports, and together, Katy and I love spending time exploring the city, going to concerts, and days at the beach.I dedicate myself to providing top notch customer service and will always put your needs and interests first.