Alexander Kanellopoulos, CFP ® is the founder and CEO of DreamVision Capital, LLC which operates DreamVisionWealth.com. Alex has worked as a Medicare professional, relationship banker, and, before starting his own practice, he worked as registered representative with a large brokerage firm.
Though he has made a career in financial services, Alex graduated from Indiana University with a bachelor’s in English writing and a minor in philosophy. This diversity of experience sets Alex apart and adds to the comprehensive nature of his services to his clientele. Alex holds the Series 7 and 66, Life & Health, and variable products licenses . He is also a Certified Financial Planner™ .
Alex’s goal is not just building a network of clientele, but a community of families, professionals, retirees and business owners. As a comprehensive planner, Alex incorporates his clients’ full financial picture to provide creative, unique, and holistic solutions to their needs. Some of the areas he looks at are cash flow, investments, risk management, family planning, retirement planning, business planning, and tax strategy.
Alex takes immense pride in his unique ability to combine sharp financial expertise with creative thinking to find the best solutions for even the most complex financial pictures, always putting his clients’ needs first as a fiduciary.
Mission
Our mission is to provide top quality, cutting edge comprehensive financial services at a competitive cost.
Philosophy
We believe in holistic financial planning, doing what’s right for the client, prioritizing education, and thinking outside the box.
Vision
We strive to build lifelong relationships based on trust and knowledge. We aim to combine sharp financial expertise with sound creative strategies to plan for amazing financial outcomes.
Some of the things we’re great at
Alex Kanellopoulos, CFP ® is a licensed expert and comprehensive financial planner that will provide value to your whole financial life. Here are some of the things we can help with:
Business planning
From entity selection, business set up, retirement plans, tax strategy, benefits and more, we got you covered. Schedule now!
INVESTMENT PLANNING
Are you looking to get investment advice or investment management? Want to take the guess-work out of your portfolio? Schedule a complimentary review now!
TAX STRATEGY
Are your finances as tax efficient as they could be? Schedule a complimentary consultation to keep more of what you earn!
Retirement planning
Are you looking to make sure you are on track for your dream retirement? Are you already in retirement and want to update your plan? Schedule today!
RISK MANAGEMENT
Do you have the proper safeguards in place to protect your assets, income, and family if the worst happens? Get a complimentary risk management review today!
ESTATE PLANNING Strategy
Is your estate organized to distribute your assets how you want if you pass away? Do you have a plan in case you become incapacitated? Schedule to review your estate plan now!
Professional network
Access our large network of professionals for all your financial needs. We work with tax advisors, business attorneys, estate attorneys, and more!
AND SO MUCH MORE…
Do you need help with your budget? Are you getting the most out of your credit cards? Want to make sure each dollar is going as far as possible? Schedule a complimentary consultation today!
Take a look at our proven financial planning process.
Kickstart your DreamVision today with a 15-minute chat!
INTIAL CONSULTATION
In this meeting we get to know each other better and I get an idea of what areas I can help with.
Information gathering
I gather crucial financial documents. We discuss the specifics of your financial situation and I lay out the initial direction.
Deliver recommendations
Here I present my analysis and recommendations, and answer any questions you may have about implementation.
Implementation and review
Depending on what we decide, I will help you implement the recommendations, monitor the plan, and follow-up regularly.
