Our Founder

Angelo Angelopoulos

Angelo Angelopoulos

Founder & CEO


Born and raised in Chicago, Angelo is a graduate of DePaul University, where he completed his studies on the pre-law track. While his academic path prepared him for a career in law, he ultimately chose a career in finance in 2017, recognizing a calling to help individuals, families, and business owners proactively plan life’s financial decisions with confidence. Since 2017, he has built a practice defined by disciplined strategy, prudent decision-making, and dedicated client advocacy for those entrusted to his counsel.

Angelo’s foundation is his faith. As a devoted member of the Greek Orthodox Christian faith, he believes in putting God first in every area of life. His faith shapes his character, strengthens his discipline, and guides the integrity with which he approaches both personal and professional responsibilities.

Angelo’s Greek heritage plays a central role in who he is. His father is from Kalavryta, a historic village in Greece, and his mother’s family is from Dara Arkadias with relatives in Kalamata. Greece is an essential part of his identity. He travels there each year to reconnect with family, culture, and tradition.

From the mountain landscapes of Kalavryta to the historic streets of Dara Arkadias and the coastal beauty of Kalamata, these places have deeply influenced his worldview and strengthened his connection to his roots. Growing up in Chicago while maintaining strong ties to Greece has given him a global perspective and a deep appreciation for family, resilience, and community.

At home, Angelo shares life with his dog, Apollo, who brings energy and personality to his everyday routine. Outside of his professional pursuits, he enjoys working out and traveling—disciplines that reinforce his commitment to personal growth, resilience, and maintaining balance in a fast-paced world.

Whether pursuing professional goals, spending time with family abroad, training in the gym, or exploring new destinations, Angelo remains grounded in his values—heritage, discipline, loyalty, and ambition.