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Cfp® Alex Panas

Partner and Wealth Advisor at Synthesis Wealth Planning

  • LinkedIn

I considered various options for a career in finance after college. I spoke with my family's financial planner, and he said something that has resonated with me ever since; serving famili...

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SYNTHESIS WEALTH PLANNING

SYNTHESIS WEALTH PLANNING

  • description Description
    Synthesis Wealth Planning, LLC was formed in January 2018 by four partners who wanted to create a full-service planning firm that is, first and foremost, client-centric. We had grown tired of...

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  • Employees count Employees 1-10
  • Revenue Revenue Under 1 Million
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Employees

Cfp® Alex Panas

Partner and Wealth Advisor

Cfp® Eric Rosenberger

Managing Partner & Wealth Planner

William Zimmer

Associate Wealth Planner

Kim Luthy

Director of Wealth Planning

Cfp® Daniel C. Singer

Founding Partner and Financial Planner

Frequently Asked Questions Regarding Cfp® Alex Panas

Answer: Cfp® Alex Panas works for Synthesis Wealth Planning as Partner and Wealth Advisor

Answer: Cfp® Alex Panas’s role in Synthesis Wealth Planning is Partner and Wealth Advisor

Answer: Cfp® Alex Panas's email address is a***@gmail.com

Answer: Cfp® Alex Panas's business email address is a****@synthesiswealth.com

Answer: Cfp® Alex Panas’s direct phone number is (***)-***-****

Answer: Cfp® Alex Panas works in the industry of: Financial Services

Answer: Cfp® Alex Panas is the current Partner and Wealth Advisor at Synthesis Wealth Planning.... Read More

Answer: Cfp® Alex Panas works Synthesis Wealth Planning located at 89 Headquarters PLZ, Morristown, New Jersey, 07960, United States

Answer: Synthesis Wealth Planning's Partner and Wealth Advisor is Cfp® Alex Panas

Answer: Cfp® Alex Panas contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@synthesiswealth.com

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