Alexander Aretakis Location
Paradise Valley, AZ, US
Alexander Aretakis Work
- 2021 - now Managing Director @ Balboa Wealth Partners, Inc.
- 2008 - 2021 Vice President Investments @ FFEC Wealth Partners
Alexander Aretakis Education
- St. John's University
BS (Finance)
Alexander Aretakis Skills
- Series 7
- Wealth Management
- Investment Advisory
- Retirement Planning
- Series 63
- Mutual Funds
- Estate Planning
- Strategic Financial Planning
- Portfolio Management
- Investments
Alexander Aretakis Summary
Alexander Aretakis, based in Paradise Valley, AZ, US, is currently a Managing Director at Balboa Wealth Partners, Inc.. Alexander Aretakis brings experience from previous roles at First Financial Equity Corporation. Alexander Aretakis holds a BS in Finance @ St. John's University. With a robust skill set that includes Series 7, Wealth Management, Investment Advisory, Retirement Planning, Series 63 and more. Alexander Aretakis has 2 emails on RocketReach.
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Top Balboa Wealth Partners, Inc. Employees
-
Jeff Gilbert
CEO and Founding Partner at Balboa Wealth Partners, Inc.
Newport Beach, CA, US35+ -
Alexander Aretakis
Managing Director at Balboa Wealth Partners, Inc.
Paradise Valley, AZ, US23 -
Gregory Hermes
Managing Director at Balboa Wealth Partners, Inc.
Scottsdale, AZ, US45+ -
33
-
David Mowad
Managing Director at Balboa Wealth Partners, Inc.
Paradise Valley, AZ, US13 -
Richard Rock
SVP Investment Advisor at Balboa Wealth Partners, Inc.
Buena Park, California, United States14 -
Richard Rock
SVP Investment Advisor at Balboa Wealth Partners, Inc.
California, United States1 -
Kara Ganino
Client Operations Specialist at Balboa Wealth Partners, Inc.
San Diego, CA, US41 -
Thomas Joyce
Senior Vice President at Balboa Wealth Partners, Inc.
Orange County, California, United States1
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