Alexander Perez
Finance Associate @Amenity Wealth
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WORK HISTORY
Finance Associate @Amenity Wealth
Los Angeles, CA, US
Amenity Wealth is a planning-led, fiduciary advisory firm helping professionals and business owners reduce taxes, grow their wealth, and align their financial decisions with long-term goals. We combine institutional-grade insight with real-life, human-first planning to deliver clarity and confidence across every stage of life. WHAT WE DO:We provide fiduciary financial planning and investment management to professionals, retirees, and business owners with $1M–$10M+ in investable assets. HOW WE DO IT:Through our planning-first process, we help clients: • Reduce taxes on income, equity, and investments • Design dependable, long-term income strategies • Align their wealth with their values and future lifestyle WHAT MAKES US DIFFERENT:• Dual CFP® and CFA® leadership • Behavioral planning to support better decision-making • White-glove, relationship-based client experience Want To Learn More? Visit us at Or reach out directly — I’d be happy to help connect you to the right person on our team.
EDUCATION
Western Governors University
Finance, General
ABOUT ALEXANDER PEREZ
As a Financial Associate at Amenity Wealth, I help ensure our clients experience a seamless, high-touch service journey by supporting day-to-day operations, coordinating backend workflows, and maintaining smooth communication between clients and advisors.Behind every great financial plan is a strong foundation — and my role is to make sure nothing falls through the cracks.I currently support: Scheduling, onboarding, and client service coordination Operational oversight of account workflows and documentation Internal systems that help our team serve clients more efficientlyMy approach is methodical, detail-oriented, and people-first. Whether you’re a client, colleague, or partner, I aim to make every interaction smooth, friendly, and efficient. Currently pursuing my B.S. in Finance at Western Governors University Outside of work, I enjoy music, film, and recording instruments in my free time Based in Southern California, proudly serving a diverse local community
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