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portrait of Alex L Lutz
FINANCIAL ADVISOR

Alex L Lutz

3007 Clairemont Dr Suite E, San Diego, CA 92117opens in a new window
Accepting New Clients
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About Alex

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

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...

Focus Areas

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

Work History

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

Education

  • Natl Univ-SacramentoBachelor of Business Admin

Team Members

  • Liz Garcia
    Sr. Branch Office Administrator

Send Me a Message

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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

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