Sevasti Balafas CFA, CPWA®

Sevasti grew up in Boston, has two sisters, a loving husband and is the daughter of two Greek immigrants. If you've seen the movie, "My Big Fat Greek Wedding", you'll have a very good sense of her upbringing.  (If you haven't seen the movie, watch it for a good laugh).  

Sevasti moved to New York City less than two months before the 9/11 tragedy.  Barely settled in, she had plenty of reasons to move back home.  She stayed for one - to train with the best on Wall Street with the goal of one day building her own wealth advisory practice.  This pursuit came to life with GoalVest Advisory.  

Prior work experience and credentials include:   

• Senior Portfolio Manager at City National Rochdale

• Vice President at Lehman Brothers

• MBA from Wharton at the University of Pennsylvania

• BS with a Quantitative Methods focus from Babson College

• Chartered Financial Analyst (CFA)

The CFA credential is the most respected and recognized investment management designation in the world. The designation requires 1,000 hours of intense study, three 6-hour exams and four years of work experience. Only one in five candidates become a CFA charterholder.