FUN FACT: Vasilis was born and raised in Greece and came to the U.S at 20.
Nicknamed “V” due to the difficult pronunciation of his name (Vah-see-leez).
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary (™) designeeFINRA General Securities Representative (Series 7)
FINRA Uniform Combined State Law Examination (Series 66)Life and Health Insurance License
Vasilis “V” Izanidis, CFP®, AIF® is a Financial Advisor at Oak Leaf Wealth Management located in North Smithfield, RI.
Prior to joining Oak Leaf Wealth Management, V spent four years working as a Financial Advisor through Securian Financial specializing in comprehensive financial planning. V works with individuals, families, and businesses to implement financial strategies that suit their needs and goals. Every client’s situation is a unique puzzle that V seeks to put together, while making his clients’ individual interests a top priority. V possesses a transparent, moral compass that guides his process of helping his clients achieve their unique financial goals and dreams.
V greatly values education and earned his Certified Financial Planner™ certification, awarded to those who have passed 6 prerequisite courses, a 7-hour comprehensive exam administered by the CFP Board, representing a high level of competency, ethos, and professionalism in comprehensive financial planning. V also earned his Accredited Investment Fiduciary (AIF®) professional designation, issued by the Center for Fiduciary Studies.
V is an active member with the Financial Planning Association Chapter of Rhode Island, FPA Next Gen of RI, and American Hellenic Educational Progressive Association. He also volunteers and is active at his local church.
In his free time V can be found daydreaming of Greece, staying active, or reading a book. V resides with his wife Anastasia.