Alex Panas
Managing Partner and Wealth Planner at Synthesis Wealth Planning, LLC
- Role
- Partner and Wealth Advisor at Synthesis Wealth Planning, Llc
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Alex Panas
I considered various options for a career in finance after college. I spoke with my…
Experience
Partner and Wealth Advisor
Synthesis Wealth Planning, Llc
Jan 2018 — Present · Morristown, NJ, US
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Synthesis Wealth is not affiliated with Kestra IS or Kestra AS. https://bit.ly/KF-DisclosuresThis site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra AS Compliance Department at 84••••••72.
Education
Fairleigh Dickinson University
Certified Financial Planner, Financial Planning and Services
1992 — 1993
University of Delaware
Bachelors, Business Admin
1988 — 1992
Alfred Lerner College of Business & Economics at University of Delaware
Bachelors, Finance
1988 — 1992
College for Financial Planning
CFP®, Tax, Retirement Planning, Investments, Insurance, Estate Planning and General Financial Planning
1993 — 1994
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