Alex Petsis, CFP®, ChSNC®

Financial Advisor | Anthony Petsis & Associates

Alex Petsis is a financial advisor at Anthony Petsis & Associates in Newtown, Pennsylvania. He works with individuals, families, and business owners throughout Bucks County and the greater Philadelphia region to develop comprehensive financial plans and long-term investment strategies.

As a Certified Financial Planner™ professional (CFP®) and Chartered Special Needs Consultant (ChSNC®), Alex focuses on helping clients navigate complex financial decisions with clarity and confidence. His work emphasizes disciplined investment strategies, thoughtful retirement planning, and helping families build long-term financial security across generations.

Alex works closely with clients to design financial strategies that integrate investment management, retirement planning, tax-aware financial planning, and legacy planning.

Areas of Expertise

Alex’s advisory work focuses on several key areas of financial strategy:

• Comprehensive financial planning
• Investment portfolio management
• Retirement planning and retirement income strategies
• Financial planning for families with special needs
• Multigenerational wealth planning
• Financial planning for professionals and business owners

His experience in special-needs financial planning helps families coordinate financial strategies that support long-term care, financial security, and independence for loved ones.

Credentials and Professional Background

Alex holds several industry credentials reflecting his commitment to comprehensive financial planning:

• Certified Financial Planner™ professional (CFP®)
• Chartered Special Needs Consultant (ChSNC®)

The CFP® designation is widely considered the leading credential in financial planning and reflects extensive education, examination, and experience requirements in areas such as retirement planning, tax planning, estate planning, and investment management.

Serving Clients Across Bucks County and the Philadelphia Region

Alex works with clients throughout:

• Newtown, Pennsylvania
• Bucks County
• the Philadelphia metropolitan area

His clients include professionals, entrepreneurs, and families seeking comprehensive financial planning and disciplined investment strategies.

The 5-Star Financial Planner recognition is based on a nationwide survey, conducted by Investment News, between November 18 and December 13, 2024, to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Nominations required confirmation from the nominee's compliance team to ensure authenticity and adherence to ethical standards. The IN team conducted an objective evaluation of each entry, assessing the detailed information provided. This evaluation also involved benchmarking against other submissions to determine the winners. There is no fee to nominate. The award is not indicative of the advisor's future performance.

Third-party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.