Alex Cruz Wealth Management

Wealth Management for Small Business Owners, Professionals, and Real Estate Investors

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Financial Advisor in Irvine, CA

FINANCIAL SERVICES FOR BUSINESS OWNERS
AND REAL ESTATE INVESTORS

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We specialize in Financial Services for

Real Estate Investors and Business Owners

I’m a financial advisor who specializes in working with small business owners, real estate investors, and professionals of all kinds.
I love helping my clients create the lives they want. It’s my profession and also my passion.



Real Estate Investors

We can help with financing, cash flow management, taxes and more.

Ready Max's Story


Business Owners

We can help with employee benefits, retention and 401(k) plans.

Ready Sandra's Story

Schedule a Free Review

We're happy to take a look at your current plan and help you understand your opporutnities.

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About Alex Cruz

My Role

My role changes depending on where you are in life and what you need. Sometimes, I’m your coach. Sometimes, I’m your strategic partner. Sometimes, I’m your employee placing a trade (after giving my two cents, of course). Let me know what you need, what you’re ready for, and where you want to go next.

Learn More About How I can Help You

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