Thanasi Panagiotakopoulos, Cepa, Msf, Bfa

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa Email and Phone Number

Educating and advising financially ambitious people to understand their options on how to build long term wealth. @ LifeManaged
Thanasi Panagiotakopoulos, Cepa, Msf, Bfa's Location
Phoenix, Arizona, United States, United States
Thanasi Panagiotakopoulos, Cepa, Msf, Bfa's Contact Details

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa work email

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa personal email

n/a
About Thanasi Panagiotakopoulos, Cepa, Msf, Bfa

My goal is to help individuals and families plan for the future by educating them on how to manage their finances, grow their wealth and maximize their financial freedom. As your financial advisor, I want you to think of me as an extension of your family; myself and my team are here to assist with any major life decision you are making and ensure you understand all of the options available to you.With 10+ years of financial and investment experience, I am committed to helping you gain control of your finances. Being as most individuals rarely change their behavior and reduce spending, we often see they don't make much progress to achieving financial freedom. We are not a cookie-cutter financial planning service. There is immense value in working with a fiduciary financial advisor - we are ready to bring order and freedom to your financial life! As family is of the utmost importance to me: when I’m not at the office, you’ll find me spending time with my wife and two kids. I am an Arizona native with a passion for golf and donating my time and resources to various children’s charities.

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa's Current Company Details
LifeManaged

Lifemanaged

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Educating and advising financially ambitious people to understand their options on how to build long term wealth.
Thanasi Panagiotakopoulos, Cepa, Msf, Bfa Work Experience Details
  • Lifemanaged
    Financial Advisor
    Lifemanaged Jun 2019 - Present
    As a Behavioral Financial Advisor, I am committed to understanding your life goals, objectives and family values in order to match your actions and behaviors to meet your financial life goals. We recognize that added complexities come with various levels of wealth. We have a fully flexible approach to meet each individual's objectives.
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  • Pathlight
    Financial Planner
    Pathlight Dec 2015 - Jun 2019
    Phoenix, Arizona, Us
    My position at Pathlight was specifically focused on financial planning for Physicians, business owners and millennial families who had the desire to make work optional. This unique experience allowed me to catapult my career and experience in order to serve various levels of client wealth at our firm, Life Managed.
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  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Mar 2010 - Dec 2015
    St. Louis, Missouri, Us
    Financial planner preparing business owners and young professionals to make work optional.
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  • Iraklis Basketball Club
    Professional Basketball Player
    Iraklis Basketball Club Jul 2008 - Sep 2009
    Professional basketball player in Thessaloniki, GreeceCompeted in the A League of Greece from August 2008 - August 2009.

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa Skills

Retirement Planning Alternative Investments Portfolio Management Financial Planning Life Planning Budgeting Communication Investment Management Financial Analysis Wealth Management Wealth Accumulation Wealth Preservation Planning Behavioral Finance Long Term Relationship Building Leadership Strategic Financial Planning Management Series 7 Finance Strategic Planning Mutual Funds Fixed Annuities Asset Management Investments Investment Strategies Financial Advisory Marketing Customer Service Marketing Strategy Series 63 Asset Managment Financial Modeling Public Speaking Retirement Estate Planning Sales Securities Asset Allocation Financial Services 401k Insurance Etfs Fixed Income

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa Education Details

  • D'Amore-Mckim School Of Business At Northeastern University
    D'Amore-Mckim School Of Business At Northeastern University
    General
  • University Of Northern Colorado
    University Of Northern Colorado
    Management
  • Brophy College Preparatory
    Brophy College Preparatory

Frequently Asked Questions about Thanasi Panagiotakopoulos, Cepa, Msf, Bfa

What company does Thanasi Panagiotakopoulos, Cepa, Msf, Bfa work for?

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa works for Lifemanaged

What is Thanasi Panagiotakopoulos, Cepa, Msf, Bfa's role at the current company?

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa's current role is Educating and advising financially ambitious people to understand their options on how to build long term wealth..

What is Thanasi Panagiotakopoulos, Cepa, Msf, Bfa's email address?

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What schools did Thanasi Panagiotakopoulos, Cepa, Msf, Bfa attend?

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa attended D'amore-Mckim School Of Business At Northeastern University, University Of Northern Colorado, Brophy College Preparatory.

What skills is Thanasi Panagiotakopoulos, Cepa, Msf, Bfa known for?

Thanasi Panagiotakopoulos, Cepa, Msf, Bfa has skills like Retirement Planning, Alternative Investments, Portfolio Management, Financial Planning, Life Planning, Budgeting, Communication, Investment Management, Financial Analysis, Wealth Management, Wealth Accumulation, Wealth Preservation Planning.

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