Alex Eugene Chan

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 12/2016
  Ymca
  Honolulu, HI
• 05/2014 → 05/2018
  University Of Hawaii At Manoa
  Honolulu, HI
• 08/2017 → 05/2018
  Tlc Pr
  Honolulu, HI
• 05/2018 → 12/2018
  Unemployed
  San Diego, CA
• 12/2018 → 12/2019
  Alliant Insurance Services
  San Diego, CA
• 12/2019 → 08/2020
  Unemployed
  San Diego, CA
• 08/2020 → 09/2021
  Ubs Financial Services Inc.
  Menlo Park, CA
• 09/2021 → 01/2023
  Lourdmurray
  Los Angeles, CA
• 01/2023 → 01/2024
  Doodle Pink
  Los Angeles, CA
• 01/2024 → 06/2024
  Steelpeak Wealth
  Los Angeles, CA
• 06/2024 → 11/2024
  Unemployed
  Los Angeles, CA
• 12/2024 → 02/2025
  Allium Financial Advisors
  Lake Oswego, OR
• 04/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2025-01-27 → 2025-02-06
  Allium Financial Advisors, Llc
  Lake Oswego, OR

Designations

• Certified Financial Planner

Other Names

• Alex Eugene Chan
• Alex Chan