Experience

A member of Prospect Wealth Partners since its inception, Alex plays an integral role in guiding clients through every stage of their financial lives. Alex specializes in relationship management, investment consulting, advanced planning strategies, and alternative investment analysis, with a focus on delivering personalized advice and long-term partnership.

Alex earned a Bachelor of Science in Business Administration from the Leeds School of Business at the University of Colorado. With more than two decades of experience in the financial services industry, Alex began a career at Morgan Stanley in 2005 before joining UBS in 2008.

Based in San Diego, California, Alex enjoys life with family and spends free time traveling, exploring great food, golfing, skiing, and making the most of time with loved ones.

California Insurance License #0E95573

Dan Stevens is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC®) with experience guiding successful families and entrepreneurs through the complexities of growing, protecting, and organizing their wealth.

Drawing on deep technical knowledge and a disciplined planning process, Dan helps clients make confident financial decisions that align with their values and long-term vision. He takes a comprehensive and collaborative approach to wealth management. This process integrates investment strategy, cash flow management, and multigenerational planning into a cohesive roadmap to help achieve lasting success. 

Dan earned his A.B. from Harvard College, where he was a four-year letter winner on the Division I Water Polo Team, and a four-time NCAA All-Academic honoree. He also captained Team USA Water Polo at the 2012 Junior Pan American Games.

A Southern Californian native, Dan enjoys life near the water with his wife, Lauren, and their son, Devin. Outside the office, he can often be found at the beach, on a hike, or spending time with family and friends.

California Insurance License #OL92115

Edward began his career at UBS in 2022, starting as a cashier and operations associate in San Diego, where he serviced branches in Honolulu, Southern California, and Arizona. With a strong dedication to promptly addressing client requests, Edward has now joined Prospect Wealth Partners as a Registered Client Associate. His goal is to build long-lasting relationships with clients through effective communication and prompt execution. Edward is skilled in financial products and procedures ensuring that client needs are met efficiently.

In his free time, Edward enjoys running, travelling, attending symphony concerts, and playing the piano.