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Alexander Petsis CFP® ChSNC®

Alexander Petsis CFP® ChSNC® 

Financial Planner

Alex graduated with his Bachelors in Finance from Pitt and holds his Masters in Financial Services from Saint Joseph's University. Alex is also a CERTIFIED FINANCIAL PLANNER TM .  He assists with the implementation and maintenance of client financial plans.  Alex enjoys meeting with the clients to discover their needs and helping create custom investment solutions. As a Chartered Special Needs Consultant ® , 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.