Alexander Petsis , ChSNC® CFP®

Alexander  Petsis , ChSNC® CFP®

Anthony Petsis & Associates, Inc.

401 South State Street
Newtown, PA 18940
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Alex graduated with his Bachelors in Finance from Pitt and holds his Masters in Financial Services from Saint Joseph's University. Alex is also a CERTIFIED FINANCIAL PLANNER ™ professional.  He assists with the implementation and maintenance of client financial plans.  Alex enjoys meeting with the clients to discover their needs and helping create custom investment solutions. As a Chartered Special Needs Consultant ® , Alex has developed a specialty in planning for persons with disabilities and their families.

While growing up in Bucks County, Alex has always been active in the community. He currently participates in the local Newtown Rotary club, St. Andrew's Parish & the Southampton Community Band.

Outside of the office, Alex enjoys spending time with his wife and family, golfing, fishing, investing and watching Philadelphia professional sports.

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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.