Broker Check
Alex Papadopoulos

Alex Papadopoulos

President

Alex is the President and Founder of Egéa Wealth Management.  He provides individuals, families, and businesses with guidance and education in all areas of wealth management including retirement planning, portfolio construction, risk management and wealth transfer needs. Alex's investment philosophy begins with the central belief that each client's unique goals and objectives are the starting point for a roadmap to achieving their personal life destinations. He has earned the designations of Chartered Retirement Plans Specialist™ and the Chartered SRI Counselor™ from the College of Financial Planning. The CSRIC™ professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI). What is the benefit of working with an advisor that has the CSRIC designation?  A CSRIC™ designee can design the optimal financial portfolio for clients while focusing specifically on Environmental, Social, and Governance (ESG) factors and SRI principles.

He will leverage the strength and resources of the firm in order to help address your particular time horizon, risk profile and personal preferences. Using this information, Alex can help you to develop a dynamic investment strategy that is tailored specifically to work toward achieving your goals. Alex Papadopoulos has been providing financial and wealth management advice to his clients since 2000 and is a graduate of Dominican University.  Finally, Alex is a designated Chartered Retirement Plans Specialist™.  The designation shows that an advisor has completed a course of education and passed a final exam testing knowledge on implementing and administering company-sponsored retirement plans. Consider working with Alex as you create or modify your retirement plans.             .