Kephalos Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Kephalos Wealth Management
Team photo for Kephalos Wealth Management

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Advisors

Peter Stephanatos

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Peter Stephanatos's website

Manoda Chauhan

BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Manoda Chauhan's website


Team

Nicole Adaniya Allen

Nicole Adaniya Allen

Client Service Manager

Qualifications

  • 2005 - Present, Ameriprise Financial Services, Inc.
  • 2000-2005, American Express Financial Advisors, Inc.
  • Masters Degree, Duke University
  • Bachelors of Arts, Columbia University (Columbia College)
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Caesar Silvestro

Administrative Assistant

Glenn (Garrison) Allen

Intern