I’m Alex Papadopoulos, President and Founder of Egéa Wealth Management and Egéa Socially Responsible Investments. I work with individuals, families, and businesses to provide guidance and education in all areas of wealth management, including retirement planning, portfolio construction, risk management, and wealth transfer.
My investment philosophy starts with a simple belief: every client’s goals and values are unique, and they should be the foundation for a personalized roadmap to help them reach their life’s financial destinations.
I hold the Chartered Retirement Plans Specialist™ designation, which means I’m equipped to guide you through the complexities of company-sponsored retirement plans — from plan design and implementation to ongoing management and participant education. I also have attained the Chartered SRI Counselor™ (CSRIC™) designation from the College of Financial Planning. The CSRIC™ is a groundbreaking certification in the growing field of sustainable, responsible, and impact investing (SRI). As an advisor with this designation, I’m able to design financial portfolios that align not only with your goals but also with Environmental, Social, and Governance (ESG) factors and SRI principles.
I will leverage the full strength and resources of my firm to help address your time horizon, risk profile, and personal preferences. With this information, I work with you to develop a dynamic investment strategy that’s tailored specifically to move you closer to your goals.
I’ve been providing financial and wealth management advice since 1999, and I’m a proud graduate of Dominican University.