Vasilios "Vasili" Rizos headshot

Vasilios Rizos CFA, CFP®

Financial Planner

Vasili is a financial advisor with a diverse background in serving both personal and corporate clients. He is dedicated to helping individuals reach their financial objectives and supporting corporate clients in managing their 401(k) plans.

Vasili is a shareholder at Three Cord True Wealth Management, a CERTIFIED FINANCIAL PLANNER®, CFA® charterholder, and a registered representative with LPL Financial. His background includes a wide array of experience with evaluation of client investments, creating holistic financial plans, and assisting with evaluation and implementation of clients' custom portfolios. 

Earlier, Vasili was an associate at the venture capital and private equity firm Penn Cove Group Capital, performing financial analysis, due diligence, and reporting. Vasili began his career with PNC Capital and 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.

Vasili resides in Avalon, PA and is currently planning his wedding with his fiancé Brittany. He is an active member of Holy Trinity Greek Orthodox Church. Be on the lookout for Vasili in one of his classic cars or motorcycles that he and his father restored!