Alexander Petsis, ChSNC, CFP — Anthony Petsis & Associates

Alexander Petsis is a Chartered Special Needs Consultant (ChSNC) and CERTIFIED FINANCIAL PLANNER (CFP) at Anthony Petsis & Associates in Newtown, with a financial-planning practice focused on individuals with disabilities and their families. The ChSNC is a credential specific to special-needs planning, covering government benefits, special needs trusts, and ABLE accounts. A special-needs financial planner helps families coordinate long-term resources — savings and investments, life insurance used to fund a special needs trust, ABLE accounts, and benefits such as SSI and Medicaid — so that planning for a loved one’s future does not disrupt eligibility for needs-based programs. This is a private financial-services firm; contact the office about services and fees.