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Alexander Petsis, CFP®

Alexander Petsis, CFP®

Financial Planner

Alex graduated with his Bachelors in Finance from Pitt and holds his Masters in Financial Services from Saint Joseph's University.  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.  His passion for innovation makes him a rising star within the firm and his fun approachable style makes him a desired advisor in the area. 

Alex is a CFP® certificant; Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

While growing up in Bucks County, Alex has always been active in the community. He currently participates in the local 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.