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.
The LifeManaged Team
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 / CEO
It’s a big fat Greek name attached to a big heart to serve others. Thanasi is the Founder and Principal of LifeManaged. Before launching his own firm, he served as an Executive VP and Senior Wealth Advisor at Pathlight Investors, where they oversaw $300 million of individual and family assets. He also served as VP of Investments at Wells Fargo Advisors for five years.
Thanasi attended the Monfort School of Business at the University of Northern Colorado where he graduated Magna Cum Laude with a double Bachelor of Science degrees in Finance and Management. He completed his Masters of Finance at D’Amore McKim School of Business at Northeastern University.
As a Native Phoenician, his roots in North Central Phoenix go deep. Madison School district, father owned Italian Restaurant, Christos, a 35 year old staple of the community.
Ben Fredlake, CFP®️
Director of Planning
He works directly with clients on creating and maximizing their personal financial goals and is passionate about each client’s success. With over 10 years of experience in the wealth management industry, Ben’s favorite aspect of his job is the clients he serves.
He received his Bachelor of Arts in Economics from University of Notre Dame in 2007 and spent five years at a firm in the San Francisco Bay Area after graduating and prior to returning to the Valley.
As a native of Arizona, Ben is an active member of the community. He is part of the Seton Catholic High School Alumni Council which focuses on increasing alumni engagement and community, ASU Foundation Partners in Philanthropy which promotes the spirit of giving through ASU, a member of the Notre Dame Club of Phoenix. Ben is also a member of the Fiesta Bowl Committee to blend his passion for college football with his love for community involvement.
When Ben’s not helping clients, he is spending his time with his wife Carey and son Liam. Ben is an avid golfer, frequent hiker on Camelback mountain’s Echo Canyon trail, and fan of Notre Dame football.
Anthony Fischetti
Associate Director of Planning
He previously worked for The Vanguard Group and is passionate about helping clients achieve their financial goals. Anthony attended the W.A. Franke Business School at Northern Arizona University, graduating with a Bachelor of Science in Business Administration in Finance and a Certificate in Investments.
Anthony recently moved back to Arizona, after a brief stint in California, and is excited to be back in his hometown. When Anthony isn’t working, he enjoys spending time with his wife Casey and their puppy Otis. Anthony loves being outdoors; whether it’s playing a round of golf, kicking a soccer ball around, or learning a new sport. He backs Phoenix Rising FC and is excited to show his continued support (and hopefully catch some games). Anthony is looking forward to getting involved in the community, giving back, and growing his roots in Arizona.
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.
