PLAN WITH CONFIDENCE.
INVEST IN YOUR FUTURE.
LET'S MAKE A PLAN.
Get to Know Us
At FINANCIALIST we focus on helping you navigate the complexity of finances, plan ahead and mitigate risks. Whether it's health, education, wealth management, or unforeseen life events, our unique, holistic approach is designed to minimize risks and financial impact. We're dedicated to serving you, your family, and your business, embodying the core values that make FINANCIALIST stand out.
ABOUT
FINANCIALIST is founded by Aris Fragkistas, a Certified Financial Planner, Alphatrust Ambassador and Interamerican Team Manager. Our team of experienced financial planners offers a wide range of financial services for both individuals and businesses. We focus on enabling millennials, young families, and individuals to protect and improve their standard of living, through financial life planning, health & life insurance, retirement and investment planning. On the business front, our mission is to help SMEs manage their financial risk, including employee benefit plans, liability coverage and assets protection.
We understand that finance can be complex and overwhelming. That's why we make sure that our clients always feel comfortable asking questions and seeking guidance. We are committed to creating a motivating, creative and educating workplace that empowers our team to deliver the best possible service to our clients.
TEAM MANAGER
AMBASSADOR
WHY CHOOSE US?
Choosing a CERTIFIED FINANCIAL PLANNER like the FINANCIALIST means working with a financial advisor who is educated, highly skilled and committed to ethics.
Your financial well-being is in trustworthy hands.
EDUCATION
Aris Fragkistas, the founder of the FINANCIALIST is a Cetrified Finacial Planner, who holds a BA degree in Business, an MBA degree in Finance & Financial Management, and is currently a PhD candidate in Investment Psychology.
With his wide knowledge and in depth expertise, he is fully equipped to help you reach your financial goals.
EXPERIENCE
With over a decade experience in investment and financial management, Aris brings a wealth of knowledge and expertise. For the past 8 years, he is part of Greece's leading Insurance Agency, now a Team manager, overseeing a portfolio of 300 customers and managing daily investments of 1 million Euros.
ETHICS
Our foundation is built on honesty, integrity, competence, diligence, and a commitment to excellent results. This ethical code, established by the owner of FINANCIALIST, extends throughout our team. We prioritize your best interests, uphold confidentiality, and safeguard the privacy of your personal and business information.
SERVICES
A different approach, to the insurance sector.
At Financialist, we offer a wide range of financial planning services to help you achieve your goals. Whether you're looking to plan for retirement, save for your child's education, or protect your family with life & health insurance, we've got you covered. Our services are tailored to your unique needs and circumstances, and our team of certified financial planners is here to guide you every step of the way.
