Joseph Alexopoulos (CFP®, MBA)

Joseph Alexopoulos focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Our firm’s mission is to help our clients build and preserve their wealth by providing portfolio management services with on-going personal financial planning. Three main factors set us apart from a conventional advisor: 1. Our complete independence from any bank, insurance company or brokerage firm along with our commitment not to accept any commissions or referral fees ensure that our advice is unbiased and that we truly are our clients’ advocates. We are compensated solely from a percentage fee based on the value of the client’s portfolio. 2. We directly manage our clients' investments and do not sub contract to third party managers. This allows us to construct a portfolio for a client’s objectives and constraints and demonstrate how it benefits them specifically. 3. We provide lifetime personal financial planning, education and advice as part of our investment management fee.

Additional Information

Joseph P. Alexopoulos CFP®, MBA With nearly 15 years of experience, Joe most recently held responsibilities at the Citigroup Private Bank in Geneva, Switzerland as a Vice President - Private Banker. Previously, at Fidelity Investments, Joe advised high net-worth clients with their investment portfolios and managed nearly $400 million in portfolio assets. Joe is an avid reader of non-fiction subjects such as culture, finance, science, socioeconomics as well fiction novels. He enjoys maintaining a healthy and active lifestyle including cycling, running, gym activities and skiing. Sarah M. Lewis, CFP®, MBA Sarah has over 20 years of financial services experience and has held senior positions with Manufacturers Hanover Trust Company (now JP Morgan Chase) in New York and Paris, Ernst & Young Consulting and Electronic Data Systems Management Consulting Services. Most recently, Sarah was head of marketing at Crédit Agricole SA in Paris, France. Among her passions, Sarah is a Francophile and enjoys mentoring young professionals in business, fitness and running. She is also a certified NLP (Neuro Linguistic Programming) practitioner.

NAPFA Start Date

January 15, 2019

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This Office

5465 S Centinela Ave Los Angeles, CA 90066-6942 Phone: (310) 956-3800