Alex Beckmann

Client Planning Specialist

Alex Beckmann is the Client Planning Specialist for the Living Legacy Team, responsible for coordinating internal milestones and action items between the team, as well as externally with our clients. With an analytical mindset, he helps Aaron in the process of preparing, creating, implementing, and updating our client’s financial plans.

Alex holds his bachelor's degree in Business Administration with a concentration in Finance from California State University, Chico. While obtaining his degree, he also enrolled in Personal Financial Planning courses through UCLA Extension. He completed all the courses to become a Certified Financial Planner (CFP)®️ and looks forward to the day when he’ll have the requisite experience to take the final exam and become a CFP so that he may serve clients in an expanded capacity.

Alex was raised in Northern California and recently moved to San Diego for a change in scenery. He comes from a tight-knit family and grew up playing soccer, water skiing and snow skiing. He also plays the guitar and enjoys other outdoor sports such as surfing, golfing, hiking, in addition to spending time with friends and family.