Vasilios “Vasili” Rizos, CFA®, CFP®, a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst®, has joined Three Cord True Wealth Management of Beaver and Pittsburgh and as a registered representative with LPL Financial.
Rizos’ background includes an array of experience with evaluation of client investments, creating holistic financial plans and assisting with evaluation and implementation of clients' custom portfolios.
“Vasili brings new and unique abilities to our team notably the highly respected Chartered Financial Analyst® credential thereby expanding our team’s resources to serve our clients.” said Tod Arbutina, CPA, CFP®, MBA, managing member of Three Cord.
Earlier, he was an associate at the venture capital and private equity firm Penn Cove Group Capital, performing financial analysis, due diligence and reporting. Working across all divisions of PCG's portfolio companies, he helped implement strategies designed to enhance financial performance and profitability.
Rizos began his career with PNC Capital Finance as an assistant vice president. During his time with the bank's alternative investment arm, he was responsible for investing in private equity and subordinated debt funds. He served on the advisory board of a healthcare venture capital fund and performed due diligence on alternative investments for PNC’s pension plan.
In 2014, he received his bachelor's degree in financial counseling and planning, with distinguished honors, from Purdue University.
He resides in Avalon, PA.
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.