Today’s episode of In The Suitewith Rosa Chalekian is a can’t-miss. Rosa and I have been friends for years, always crossing paths since we’re in the financial circuit. Rosa is a blogger, lifestyle fashionista, future sommelier, wife, mother, and Vice President of Operations at Lake Avenue Financial and co-host of “The Chalekians” on YouTube along with her husband Alex, Founder and CEO at Lake Avenue Financial.
Rosa does a bit of everything, with her own beautiful and dazzling personal style, and brings us into her daily life as she does it. It’s an episode that is both delightful and fun. Rosa has fantastic insights on a lot of subjects including parenting and how she and her husband Alex educate their three sons to make wise choices with their money in order to establish a foundation for independence and a strong work ethic. We also talk about Rosa’s unexpected origin story into the world of finance #WaitForIt at Alex’s invitation.
Join the conversation to hear about:
- Rosa’s origin story on how financial services unexpectedly found her (6:45)
- What it’s like working with her husband at Lake Avenue Financial (12:40)
- Raising a blended family: two college-aged and a high school freshman (16:00)
- The genesis of creating “The Chalekians” YouTube channel with her husband Alex (20:20)
- Learning Mexican family recipes and home cooking (24:20)
- Alex’s viral Tweet (yes, that viral tweet) calling out inappropriate behavior out towards women and minorities (27:00)
- How Rosa and Alex teach the value of money to their children (41:15)
- Why community college is an excellent option (45:50)
- What Rosa’s superpower is! (52:15)
- Rosa’s favorite wine and goals to become a sommelier (53:05)
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