WE HELP YOU CREATE A SOLID FOUNDATION TO LIVE THE RETIREMENT THAT YOU DESIRE.
Alex joined Veraz Advisors after a distinguished career in the heavy equipment industry. Her diverse experience spans marketing, project management, finance, and operations, making her the ideal Business Manager for our expanding firm. Alex holds a management degree from Santa Clara University and is certified as a Six Sigma Black Belt and Executive Coach.
At Veraz Advisors, Alex is truly living her dream. She enjoys working with an incredible team and appreciates the convenience of living close to our San Ramon office, which means no commute and more time with her three children. In her free time, Alex delights in making people laugh, staying fit at Orange Theory Fitness, and embarking on adventures with her family. She is driven by a personal mission to positively impact everyone she meets.
As a marketing coordinator, I excel in client outreach, relationship management, and overseeing all external communications. I organize and manage events, classes, and new initiatives, ensuring each interaction with Veraz Advisors is marked by a warm smile or friendly call.
Outside of work, I’m deeply involved in my creative passions. I enjoy baking, graphic design, video editing, and I’m in the process of launching my first company. Additionally, I love climbing some of the nation’s most challenging mountains. The next time you visit, I’d love to share my adventures from Mount Whitney, Shasta, and Hood. Come say hello!
I am passionate about empowering individuals to achieve their financial goals and secure a prosperous future. As a dedicated Wealth Advisor, I specialize in designing personalized strategies that align with your unique objectives. With extensive experience in wealth management, I am committed to enhancing your financial well-being by guiding you through the complexities of wealth accumulation, preservation, and legacy planning. My mission is to be your trusted partner in protecting and growing your financial assets.
Outside of my professional role, I cherish time with my family, enjoy exploring new destinations, and take great pride in supporting my kids at their sports events. I am also deeply committed to giving back to the community through The Michael Valle Foundation, where we provide Thanksgiving and Christmas dinners, gifts for those in need, high school scholarships, and funding for youth sports programs.
As the first point of contact for potential clients, I have dedicated the past five years to enhancing and refining the customer experience. My primary focus is on building strong, clear connections with each client. I take pride in being straightforward, honest, and attentive, ensuring that every interaction is positive and welcoming.
Outside of the office, I have a deep love for traveling the world and immersing myself in different cultures. I am passionate about helping children, particularly through education. One of my favorite pastimes is enjoying karaoke with my husband and friends.
