Alain is part of our client service support team and manages our client account maintenance and onboarding services. He graduated from California State University, Fullerton with a B.A. in Business Administration with an emphasis in Finance. While in college, Alain started his own e-commerce business where he learned the importance of relationship building and business development. He is fluent in Spanish and enjoys interfacing with our clients and getting to know their individual financial needs.
He holds his health insurance license with the California Department of Insurance (license #0M95208). He recently passed his Securities Industry Essentials Exam is currently studying for his Series 66 and 7 licenses.
In his free time, Alain enjoys spending time with his family and his dog, Bambi. They frequently visit local Southern California attractions and attend sporting events. His favorite sports team is the Los Angeles Lakers.