Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Creating Family Memories with Athena, Irini and Demitra

Playing Tennis

Enjoy Sailing in the Greek Islands

Coffee Roasting and Espresso making the old fashioned way

Cooking and Baking

Community participation

President of the Notre Dame High School Belmont Fathers Club

Founding Member of the Bay Area Greek American Business Association

Rebuilding Together Peninsula Project Captain

Second Harvest Volunteer

The Health Trust