Business Details
8 Years
experience
Your Trusted Financial Advisers in Phoenix, AZ
We are independent financial planning and life management coaches dedicated to helping clients experience life on their terms. As fiduciaries, we prioritize your interests above all else, operating free of economic conflicts of interest. Our team includes CERTIFIED FINANCIAL PLANNER professionals with decades of combined experience in wealth management, offering transparent fee structures and commission-free advice. We specialize in retirement planning, asset allocation, tax-efficient strategies, and life event consulting, serving young professionals, growing families, and financially independent individuals.Our approach combines behavioral finance insights with personalized pathways to build wealth, protect assets, and create lasting legacies. With offices in Phoenix, Arizona, we serve clients nationwide through virtual and in-person consultations.
Services
Financial Planning
Retirement Planning
Investment Management
Tax Strategy Consulting
Divorce Financial Planning
Life Event Consulting
Asset Allocation
Risk Management
Spending Plan Development
Legacy Planning
Details
- Year established: 2018
Highlights and features
- We operate as fiduciaries, prioritizing your financial interests above all else
- Our team includes CERTIFIED FINANCIAL PLANNER professionals with 10+ years of average experience
- We offer transparent, commission-free fee structures with no hidden costs
- Our approach combines behavioral finance insights with personalized financial pathways
- We provide tailored solutions for young professionals, growing families, and retirees
Associations and certifications
- Certified Financial Planner Board of Standards, Inc.
Services
Financial Planning
We create customized financial roadmaps aligned with your life goals and values. Our comprehensive approach covers cash flow management, debt reduction strategies, and wealth accumulation techniques. By understanding your unique circumstances, we help you make informed decisions that build long-term financial security while maintaining flexibility for life's changes.
Retirement Planning
Our retirement specialists develop personalized strategies to ensure financial independence. We analyze Social Security optimization, pension considerations, and tax-efficient withdrawal methods. Through scenario planning and risk management, we help you determine sustainable spending rates while preserving capital for legacy goals and unexpected longevity.
Investment Management
We implement globally diversified portfolios tailored to your risk tolerance and financial objectives. Our evidence-based approach combines modern portfolio theory with tax-efficient strategies. We continuously monitor and rebalance investments to maintain optimal asset allocation while minimizing transaction costs and tax implications.
Divorce Financial Planning
Our specialists guide clients through the financial complexities of divorce. We analyze asset division, alimony considerations, and tax implications. We help create post-divorce financial frameworks that address housing changes, budget adjustments, and long-term wealth preservation strategies during this transitional period.
Life Event Consulting
We provide strategic guidance for major life changes including career transitions, inheritances, and business exits. Our planning considers tax implications, investment opportunities, and long-term financial impacts. We help clients navigate these events with confidence while maintaining progress toward their overall financial objectives.
People
Thanasi Panagiotakopoulos
Founder / President
Thanasi founded Life Managed in 2018 after 12 years of experience at Pathlight Investors and Wells Fargo Advisors. He holds a Master of Finance degree and played Division I basketball at the University of Northern Colorado. He specializes in behavioral finance and community development.
Anthony Fischetti
Associate Director of Planning
A CERTIFIED FINANCIAL PLANNER professional since 2022, Anthony joined Life Managed in 2020. He graduated from Northern Arizona University with a finance degree and previously worked at Vanguard Group. He focuses on financial education and tax-efficient strategies.
Jonas Zamora
Associate Director of Planning
Jonas brings 15+ years of wealth management experience to Life Managed. A CFP since 2006, he specializes in portfolio construction and risk management. He holds Series 7, 63, 9, and 10 licenses and focuses on helping clients achieve long-term financial security.
Anna Panagiotakopoulos
Chief of Staff
Anna manages client relationships and marketing initiatives. With a Master's in Psychology from Texas Christian University, she previously worked in college counseling. She oversees brand development and community engagement programs for the firm.
Nicholas Rivas
Director of Client Services
Nicholas has over 20 years of experience in wealth management operations. He specializes in compliance and client experience optimization. A University of Miami graduate, he focuses on creating personalized financial roadmaps and ensuring regulatory excellence.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, investment management, tax optimization, divorce financial planning, and legacy solutions tailored to your life stage.
Are you legally required to act in my best interest?
Yes, as fiduciaries we're legally obligated to prioritize your financial interests in all recommendations and decisions.
How are your fees structured?
We use transparent, commission-free fee structures with no hidden costs or product sales incentives.
Do you work with clients outside Arizona?
Yes, we serve clients nationwide through virtual consultations and digital planning tools.
What makes your approach different from other advisors?
We combine behavioral finance insights with personalized pathways, focusing on your values and life goals rather than generic investment products.
How do you help with retirement planning?
We create customized retirement roadmaps considering your unique goals, risk tolerance, and tax situation to ensure financial independence.
