Alex Papadopoulos
Alex Papadopoulos

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 at IHT Wealth Management.

Alexs 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.   Most recently he received the new designation of CSRIC® or Chartered SRI Counselor.  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.

 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.

CRPS conferred by College for Financial Planning

Check the background of investment professionals associated with this site on FINRAs BrokerCheck.