President & Founder

Spiros Vassilakos is recognized as an Independent Financial Advisor who specifically works with a selection of high net worth individuals and families on all aspects of their financial affairs. Spiros has provided solutions on tax advantage investment alternatives, money management and retirement income planning strategies for over a decade.

His business is based is Cresskill, New Jersey but also services consumers throughout the country. Spiros holds numerous securities registrations (Series 6,7,63,66 & 24), in addition, he also holds a Life and Health License for New Jersey and New York.

Spiros is a graduate of New York Institute of Technology with a Bachelors of Science in Political Science (1990-1994). Spiros is fluent in Greek and Spanish. Spiros also is a proud member of the Hellenic Chamber of Commerce of New York and is on the executive borad of the American Hellenic Progress Education Association (AHEPA). Spiros lives in Dumont, New Jersey with his wife and son.