Alex began his financial services career in 2005 after working with Kodak’s International Marketing Division in Santiago, Chile. He is focused on helping clients identify and accomplish their financial planning and investment management goals. He has a Bachelor Degree in Business Administration from California State University San Marcos with an emphasis in International Business. Alex is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 securities license as well as his life and health insurance license in California. Outside of work his passions include spending time with his wife and three children, participation in the Carlsbad Hi Noon Rotary, surfing, hiking and international travel.

Mr. Smith holds a BS in Real Estate/Finance from SDSU and has over 25 years of experience in this area completing nearly $1B in real estate transactions during this time. Mr. Smith has been successful in speculative development, value add and land entitlement opportunities throughout Southern California. The primary focus of product location has been industrial and office projects along the I-15 corridor and Carlsbad, Vista & Oceanside business parks.

Jason Labrum is a senior wealth advisor and the director of wealth management at Labrum Wealth Management. He has been helping individuals, families and businesses with financial planning, portfolio management and business retirement plans since 1998 and holds a bachelor’s degree from San Diego State University. Jason is a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Investment Fiduciary industry designation. He holds a Series 65 securities license as well as his life and health insurance license in California.