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.
Named the Best Financial Advisor in Bucks County, PA by the Bucks Country Courier Times for over 10 years, Anthony Petsis & Associates, Inc is a comprehensive financial services firm committed to helping our clients improve their long term financial success. Our customized programs are designed to help grow and conserve our clients' wealth by delivering a quality level of personal service. Please explore our website and feel welcome to email us at Questions@APetsis.com or call us at (215) 968-6638. We look forward to hearing from you.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Additional advisory services offered through Anthony Petsis & Associates, Inc. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Royal Alliance Associates, Inc., does not offer special needs services.
Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Registered Advisory Services also offered through Anthony Petsis & Associates an independent Registered Investment Advisor.
Royal Alliance Associates, Inc. and Anthony Petsis & Associates are not affiliated.
Branch Office: 401 S. State Street, Newtown PA 18940, Phone: 215-968-6638
Tell us about your special needs issue and we will put you in touch with Alexander Petsis , ChSNC® CFP®