Lake Avenue Financial Hires Jess Bost as Lead Financial Planner, Focuses on Female Clients

Lake Avenue Financial has made a strategic move by hiring Jess Bost as their lead financial planner. With a background in strategic partnerships and client success, Bost brings a wealth of experience to the Pasadena-based registered investment advisory firm.

Founder Alex Chalekian established Lake Avenue in 2014, and with the addition of Bost, the firm is poised for growth and success. Bost’s decision to join Lake Avenue came after being laid off from Alpha Architect, where she felt the firm was moving in a direction that didn’t align with her strengths and passions.

For Bost, her heart has always been on the client-facing side of the business, working closely with clients to help them navigate their financial goals and challenges. This client-centric approach aligns perfectly with Lake Avenue’s focus on serving female clients.

Chalekian and Bost both have a strong presence on social media, using platforms like Twitter to build their individual brands and connect with their audience. Their active engagement on social media has not only helped them grow their personal brands but has also allowed them to address important issues within the industry.

Chalekian, in particular, gained attention for calling out sexist comments made by Ken Fisher at a private conference in 2019. This move garnered significant media attention and showcased Chalekian’s commitment to standing up for what is right in the industry.

With Bost on board, Lake Avenue is set to continue its growth and focus on serving the needs of female clients. The firm’s dedication to providing personalized financial planning services and their commitment to addressing important industry issues make them a standout in the financial advisory space.