Episode 1: Getting to Know Spiros

On today’s episode, we are going to take this opportunity to get to know Spiros and how he’s helping clients become more educated and confident in their financial decisions.

We are excited to introduce the first episode of the Audible Advisor podcast, with your host Spiros Vassilakos, the president of Athenian Private Client Group.  Growing up in Brooklyn New York, he was driven to help people through the journey of financial independence.

His philosophy is simple: the more people understand and are involved in their financial plan the more confidence they have in their financial future. On today’s episode, we are going to take this opportunity to get to know Spiros and how he’s helping clients become more educated and confident in their financial decisions.

 

What We Discuss Today: 

1:28 – How did Spiros get into financial advising?

3:34 – How did he end up in Florida?

4:51 – What sets him apart from other advisors?

7:05 – What’s his favorite part of being an advisor?

7:58 – Why loyalty is important to Spiros

9:01 – What does he like most about Largo?

10:28 – What does a typical weekend look like?

11:36 – What will you learn with the Audible Advisor podcast?

13:32 – Who is the ideal listener and client for Spiros?

 

Quotable Moment: 

“The more involved they get in the plan, the more they feel good about it, the more they are going to want to keep moving forward.” – Spiros Vassilakos

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com