Alex Kanellopoulos, CFP®

Financial Advisor

Alex is a seasoned financial strategist who brought his diverse skill set to The Spectrum Financial Group, Inc. in April 2024, continuing a dynamic four-year journey in financial services. His expertise spans from Medicare consulting to retail banking, culminating in a tenure as a registered representative at a premier brokerage firm. An alumnus of Indiana University, Alex's academic journey was as unconventional as it was enriching—earning a Bachelor's degree in English Writing with a minor in Philosophy. This eclectic background distinguishes Alex and enriches the breadth of insight he offers to his clients.
 

As a holder of Series 7 and 66, along with Life & Health and variable products licenses, Alex is well-equipped to navigate the complexities of the financial landscape. Alex is also holds his CFP® designation.

A native of the Chicagoland area, Alex's post-graduate life led him to Indianapolis, where he has made a name in the financial community—particularly among young professionals and business owners. His philosophy as a comprehensive financial planner is rooted in a holistic approach; Alex delves into every facet of his clients' financial lives, from cash flow analysis and investment strategies to risk management, estate planning, retirement preparation, business succession planning, and tax optimization.
 

Alex's unique proposition lies in his synthesis of rigorous financial acumen and inventive problem-solving. He doesn't just address financial challenges—he creatively unravels them, ensuring personalized solutions that resonate with the individual circumstances of each client he serves.

Phone 317-846-2100
Fax 317-582-2350
Mobile Phone 847-989-5504