Alex Klingensmith, CFP, AIF

COO & Wealth Adviser

Alex completed his bachelor’s degree in Business Administration from California State University San Marcos with an emphasis in International Business. He began his financial services career in 2005 after working for Kodak’s International Marketing Division in Santiago, Chile. His passion for bettering the investor experience brought him to Jason Labrum and Labrum Wealth Management (LWM) in 2012, where he later moved into the COO role. LWM was renamed in early 2019 to Intelligence Driven Advisers (IDA) and Alex now enjoys his dual role in continuing to serve IDA’s Private Wealth clients as well as helping run the organization.

Alex is active in the Carlsbad Hi Noon Rotary, YMCA Ecke Adventure Princess program and LA Galaxy San Diego as a rec coach. He enjoys time spent with his wife and three children, outdoor activities, travelling the world, and is proud to call Carlsbad home.

info@idawealth.com
(888) 401-2083

Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (888) 401-2083
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083