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Alexander Vasilakis

Alexander Vasilakis

Vice President of Research & Administration

Alexander Vasilakis' experience in financial consulting began in the retail banking industry where he focused on community development. While in banking he worked to teach depositors that the wealthy are not the only ones who can benefit from financial planning.

Alexander's knowledge of financial products and services include retail banking, lending, finance and underwriting. His experience combined with his degree in Finance and his completion of the Certified Financial Planning program make him an ideal VP of Research and Administration. He is also a licensed life insurance agent in New York.

Mr. Vasilakis is an FINRA Licensed Administrative Assistant with Cadaret, Grant & Co. Inc., member FINRA/SIPC.