As an Investment Associate at Vance Wealth, Alex Gaspar helps support the investment processes and portfolio oversight clients rely on to stay aligned with their long-term financial goals.

Born and raised in Southern California, Alex attended California State University, Northridge, where he earned his degree in financial analysis. His education provided a strong foundation in investment analysis, valuation and financial decision-making.

Before joining the firm, Alex gained experience across several financial and analytical roles, including bookkeeping, audit and commercial real estate. Most recently, he worked as a Bookkeeper at Focus Partners Wealth, where he supported financial reporting, cash management and day-to-day accounting processes. Earlier in his career, he completed audit and commercial real estate internships that strengthened his analytical thinking and ability to work with complex financial information in fast-paced environments.

At Vance Wealth, Alex supports the investment team through trading operations, portfolio monitoring, reporting and investment coordination. Working closely with the investment team behind the scenes, he helps ensure portfolios remain organized, accurate and proactively managed. What he enjoys most about his role is being part of a collaborative environment focused on continuous improvement and finding better ways to serve clients.

Alex most closely identifies with Vance Wealth’s core value of staying committed to continuous growth. Known for his thoughtful and reliable approach, he enjoys continuously expanding his knowledge within the investment and wealth management industry.

Outside the office, Alex enjoys staying active, following business and investment trends, and spending time with friends and family. He also enjoys exploring new restaurants, traveling and taking weekend trips to recharge and experience new places.