Van Pappas, CFP®
Atlanta, Georgia, United States
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Van Pappas, CFP(r) is a highly experienced Certified Financial Planner professional with 27.7 years of work experience. He specializes in retirement planning, investments, long-term care, estate planning, and health insurance. Van Pappas is based in the United States and is known for his expertise in identifying the kinks in financial armor and finding strategies that align with goals. He has worked in various roles, including as a Host at Both2Trains and Chamblee Chamber of Commerce. Van Pappas is also a Certified Financial Planner and has a strong background in investment services, insurance, tax analysis, estates, and retirement strategies.
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Emails and Phone Numbers

@chambleechamber.org
@ceifinancialplanning.com
+1 404255****
+1 404759****
+1 404255****
+1 770451****
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About

You can reach me at 404-759-6513 or [email protected] Weaving through the complex topics of people's financial life, is what I've been trained in as a Certified Financial Planner™ professional. Investment services, Insurance, Tax analysis, Estates and Retirement strategies are just some of what I do. And I love explaining these topics so that the average person can understand them. My past experiences have guided me through multiple economic cycles. Together we can identify the kinks in your financial armor and find strategies that address your goals.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. Oxygen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra IS 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 IS Compliance Department at 737-443-2582. FINRA: www.finra.org SIPC: www.sipc.orgExperienced In:Asset Allocation strategies, Educational Planning, Retirement Planning, Long Term Care, Health Insurance

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Work Experience

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Van Pappas, CFP®'s Professional Milestones

  • Vice President Private Chief Financial Officer (2012-07-01~): Inspiring strategic partnerships with key investment capital and driving financial growth for the company.
  • Host (2018-01-01~): Enhancing guest experiences through unforgettable experiences and consistent service delivery.
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Education

Parker College of Business-Georgia Southern University
Parker College of Business-Georgia Southern University

Real Estate

1990-01-01-1995-01-01