Alex Nañez

Alex Nañez

Client Services Associate
(she/her)

Alex is proud to join Strategy Squad as a Client Services Associate, where she is dedicated to empowering the next generation of women and conscious investors. Growing up in a low-income Spanish speaking community, she recognized a need for financial education and literacy. This awareness fueled her passion for a career in wealth management, where she aims to empower women, people of color, and other minority groups. 

Her career began as an Operations Manager for a leading retail company, where she honed her ability to manage complex projects and foster teamwork. With a degree in Accounting from Long Beach State, Alex furthered her career as a Tax Accountant and Wealth Management Assistant at a small firm located in Southern California. 

Her commitment to make a greater impact in the world in a social and environmental way is what drew her to Strategy Squad. In her new role, she is excited to leverage her diverse experience to provide exceptional support and create meaningful relationships with clients, all while fostering a positive impact in the community. 

In her free time, Alex enjoys spending quality time with her family and friends. She also loves hiking, watching and playing sports, and searching for the best tacos in town.