We are an independent advisory firm
We are not required or incentivized to use specific investment products. As a Fiduciary, our job is to find the most tax efficient solution, for the best price for our clients.
Financial Advice for Practical People™
We cut through industry jargon and complex terminology. We make sure you understand the language, options, risks, rewards, and potential consequences (and outcomes) of your investments.
We also work to make sure we understand YOU because we’re all about clear, achievable pathways to help you experience life on your terms.
We are highly passionate about serving our clients. That’s why we often say, when clarity increases, effectiveness grows…and so does your portfolio..
Thanasi Panagiotakopoulos
Founder / President
It’s a big fat Greek name, attached to a big heart, to help others — Thanasi is the Founder and President of LifeManaged. Before launching his own firm in 2018, he served as the Executive Vice President and Senior Wealth Advisor at Pathlight Investors, where the company oversaw $300 million of individual and family assets. And before that, he served as the Vice President of Investments at Wells Fargo Advisors for five years.
As a proud Brophy Bronco (class of 2004), Thanasi has a love for all sports but one in particular. He played Division I basketball while attending the University of Northern Colorado’s Monfort School of Business. Thanasi graduated Magna Cum Laude with two Bachelor of Science degrees in Finance and Management. He went on to complete his Masters of Finance at the D’Amore McKim School of Business at Northeastern University.
Thanasi’s roots in North Central Phoenix go deep. Growing up in the Madison School district, his father owned Christos Ristorante, a 35-year-old staple of the community. Outside the office, Thanasi loves spending time with his wife Melissa and their two children, Sophia and Marco. He loves to cook, coach basketball and take long walks on the bridal path. He prides himself on giving his time to his community through the Executive Council Charities and Holy Trinity Greek Orthodox Church.
Anthony Fischetti, CFP®
Associate Director of Planning
Anthony joined LifeManaged as the Associate Director of Planning in 2020 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2022. He is passionate about helping clients achieve their financial goals and improving financial education.
Finance runs in the family. Anthony’s father, Jim Fischetti, is a longtime CPA in the Valley. As an Arizona native, Anthony graduated from the W.A. Franke College of Business at Northern Arizona University with a Bachelor of Science in Business Administration in Finance, and a Certificate in Investments. He previously worked for the Vanguard Group in Scottsdale, where he held his FINRA Series 7 & 63 Licenses.
In his free time, Anthony likes to play golf and spend time with his wife Casey, and their dog Otis. He enjoys learning about new wines, and loves fine whiskies, especially a good peaty Scotch. Anthony is a lifelong Green Bay Packers fan and a supporter of Lewis Hamilton/Mercedes-AMG in Formula 1.
Nicholas Rivas
Director of Client Services
With over 20 years of experience in private wealth management, Nicholas has focused on operation and compliance and is dedicated to helping advisory teams meet their planned annual goals by focusing on the client experience and their long-term goals.
His extensive experience — throughout major shifts in the markets — enables Nicholas to help clients understand industry regulation and custodial process.
Nicholas has a mission to provide every client with a targeted, comprehensive roadmap to financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. He grew up in Fort Lauderdale, Florida and graduated from the University of Miami’s Herbert Business School in 2002 with a Bachelor of Science in Business Administration. Away from the office, Nicholas also enjoys reading about ancient civilizations, hiking, and most of all traveling.
Anna Panagiotakopoulos
Chief of Staff
Anna joined the LifeManaged team as the Chief of Staff. She works directly with the President on increasing brand awareness, client relationship management and marketing, as well as building relationships around the Valley.
Before joining LifeManaged, Anna received a Bachelor of Arts degree in Psychology at the University of Arizona, and a Master of Arts degree at Texas Christian University. She served her alma mater at Xavier College Preparatory for five years — and during her time at XCP, worked with more than 500 families to mentor and develop students’ academic success. She earned her College Counseling Certification at the University of California San Diego to help students and families plan post-secondary educational plans.
Anna loves coaching volleyball, spending time with her family and teaching Greek dance at her church. She also enjoys photography, art projects and being outdoors.
LifeManaged and Charles Schwab
Through our relationship with Charles Schwab, you will receive a simple and easy to read statement each month reflecting your assets and transactions in your Charles Schwab Brokerage account.
Sleep well knowing your money is safe with a 45-year-old institution.
Charles Schwab & Co is a leading investment services firm with 28 million brokerage accounts totaling $6 trillion in assets. Fore more than 40 years, The Charles Schwab Corporation has been an advocate for individual investors and the financial professionals who serve them.
As an independent advisory firm, we are not required or incentivized to use specific investment products. As a Fiduciary, our job is to find the most tax efficient solution, for the best price for our clients.
Working with Charles Schwab gives LifeManaged access to an open-architecture platform with a broad range of products and personalized services.
By embracing modern finance, academic research and data, we implement globally diversified portfolios with trusted partners.
Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.
For additional information click here.
Contact Us
All of our clients have one thing in common: they have been taught to become Prodigious Accumulators of Wealth.
Contact us today to find out where you stand compared to your peers and your earnings power.
