With broad experience in retail and customer service, Alen strives daily to ensure he upholds the core values of OakView Financial when providing long-term, holistic advice to all his clients. A Financial Planning major, Alen has a vehement desire to continuously exceed expectations by delivering advice and a service specifically tailored to each individual client to help them achieve their financial goals and objectives.
Starting from the roots of the company as a Client Services Officer and developing his skills to finally becoming a Financial Adviser, the company’s beliefs and philosophies have been infused from the very beginning. Alen’s goals have always been to be honest, reliable, and consistent when it comes to dealing with each individual client.
Outside the office, Alen is a passionate sports aficionado which is where his values of teamwork, work ethic and mental strength all derive from. Alen is a fervent people’s person and believes in upholding a sporting, enjoyable and lively working environment to ensure his peers are always attended to and never in doubt about working at OakView Financial.