Alex Papadopoulos, CRPS®Financial Advisor, Senior Vice President
Alex Papadopoulos has been providing financial and wealth management advice to his clients since 1999. He provides individuals, families, and small businesses with guidance and education in all areas of wealth management, including retirement planning, portfolio construction, risk management, and wealth-transfer needs. He earned the designation of Chartered Retirement Plans Specialist™ from the College of Financial Planning, and is one of the senior wealth advisors of IHT Wealth Management.
Alex’s investment philosophy begins with the central belief that his clients’ unique goals and objectives are the starting point for a road map to pursuing their life goals. He also specializes in creating socially responsible investment portfolios. In alignment with client preferences, varying levels of social screening can be added to portfolios so that investments are made in accordance with both financial goals and personal values.