Three Cord True Wealth Management is excited to announce that Vasilios "Vasili" Rizos, CFA®, CFP®, a CERTIFIED FINANCIAL PLANNER®, has been elected a shareholder of the firm. He is a CFA® charterholder and a registered representative with LPL Financial.
Vasili’s background includes a wide array of experience with evaluation of client investments, creating holistic financial plans and assisting with the evaluation and implementation of clients' custom portfolios.
Vasili serves numerous corporate clients, many owned by entrepreneurs in such niche fields as forestry, engineering, construction, health care, and manufacturing. Among his professional specialties is 401(k) plans.
He holds a bachelor's degree in financial counseling and planning, with distinguished honors, from Purdue University. Learn more about Vasili and his background here: https://www.3ctruewealth.com/team/vasilios-vasili-rizos
Professionals associated with Three Cord True Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Three Cord True Wealth Tax Solutions, LLC, and not affiliated with LPL Financial. Three Cord True Wealth Tax Solutions, LLC related services offered through Three Cord True Wealth Tax Solutions, LLC DBA Three Cord True Wealth Management. Three Cord True Wealth Tax Solutions, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Three Cord True Wealth Tax Solutions, LLC related services.