Alexander Petsis CFP® ChSNC®
Alex graduated with his Bachelors of Business Administration in Finance from the University of Pittsburgh and holds his Masters in Financial Services from Saint Joseph's University. Postgraduate, Alex earned the CERTIFIED FINANCIAL PLANNER TM designation which requires passing a comprehensive 170 question proctored exam and achieving 6,000 hours of professional experience.
At Anthony Petsis & Associates, Alex assists with the creation, implementation and maintenance of client financial plans. Alex enjoys meeting with clients to discover their needs and helping create custom investment solutions. As a Chartered Special Needs Consultant ® and member of the Academy of Special Needs Planners, Alex has developed a specialty in planning for persons with disabilities and their families.
While growing up in Bucks County, Alex has always been active in the community. He currently participates in the local Newtown Rotary club, St. Andrew's Parish & the Southampton Community Band.
Outside of the office, Alex enjoys spending time with his wife and family, golfing, fishing, investing and watching Philadelphia professional sports.