Skip to Main Content
Alex Lutz, Financial Advisor

FINANCIAL ADVISOR
Alex L Lutz

3007 Clairemont Dr Suite E, San Diego, CA 92117opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • New Investors

About Alex

At Edward Jones, I help individuals and businesses with their long-term goals by developing a tailored strategy for each of our clients. Whether you are retirement planning, preparing for the unexpected, saving for education or saving money on taxes, I assist through an established process to identify their needs, wants and wishes, by understanding what is important to them.

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. We live in a new...

Work History

  • Edward JonesJune 2022 to Current
  • CitibankMarch 2017 to July 2020

Education

  • Natl Univ-SacramentoBachelor of Business Admin

Personal Interests

  • Music
  • Hiking
  • Golfing
  • Baseball

Team Members

  • Liz Garcia
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(619) 276-9035

Fax

(866) 462-6960

Office Address

3007 Clairemont Dr Suite E
San Diego, CA 92117opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More