Alex Cherubin
- Managing Principal
I work with clients to provide comprehensive investment planning through a structured process. For more than 39 years, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in financial markets, I have dedicated myself to delivering the personalized investment planning services my clients deserve.
After spending much of my youth in Los Angeles, I began my professional career at Shearson Lehman Hutton/Smith Barney working as a financial advisor. I then transitioned to Merrill Lynch, as a branch manager and financial advisor. After years of experience with large brokerage firms, I decided to start my own company, Cherubin Asset Management, in 2006.
Through my relationships with estate planning attorneys, professional money managers, and insurance professionals, my goal is to take a team approach to providing personalized investment advice for individuals, families, and small businesses.
Away from the office, I spend much of my free time enjoying various outdoor activities such as hiking fourteeners, mushroom hunting, playing chess, rummikub, and participating in collector car shows.
CA Insurance License # 0B20698, Resident State CO
After spending much of my youth in Los Angeles, I began my professional career at Shearson Lehman Hutton/Smith Barney working as a financial advisor. I then transitioned to Merrill Lynch, as a branch manager and financial advisor. After years of experience with large brokerage firms, I decided to start my own company, Cherubin Asset Management, in 2006.
Through my relationships with estate planning attorneys, professional money managers, and insurance professionals, my goal is to take a team approach to providing personalized investment advice for individuals, families, and small businesses.
Away from the office, I spend much of my free time enjoying various outdoor activities such as hiking fourteeners, mushroom hunting, playing chess, rummikub, and participating in collector car shows.
CA Insurance License # 0B20698, Resident State CO
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Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.