Advisor profile


My Mission

As a financial advisor at Papadoyannis & Associates, I am dedicated to helping guide you through the steps of your financial journey. I take the time to understand your unique needs and develop strategies that align with your goals. My aim is to provide you with tools and insights to help make informed decisions and prepare for the future. Together, we’ll navigate the complexities of finance, turning challenges into opportunities. Join me at Papadoyannis & Associates, where your financial well-being is my priority.

18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • Series 7
  • Series 66
  • CA Insurance License #0F61447

Education

  • University of Maryland, B.S. Finance, Minor in Economics

Awards & recognition

  • Papadoyannis & Associates, Barron's Top 100 Private Wealth Management Teams, 2021
  • Papadoyannis & Associates, Forbes Best-in-State Wealth Management Teams, 2024

Interests

  • Golf
  • Biking
  • Skiing
  • Hiking
  • Maintaining a healthy, active and balanced lifestyle