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As a Licensed Agent and Financial Professional with New York Life, Theofanis works with individuals, families, and business owners to develop personalized strategies focused on financial protection, retirement planning, and long-term financial security.
Before joining New York Life, Theofanis worked in private wealth management at a Registered Investment Adviser (RIA) firm, where he supported ultra-high-net-worth clients, and worked as a senior producer in the media industry. With more than 15 years of professional experience, he has managed multimillion-dollar initiatives, led cross-functional teams, and partnered with executive leadership to improve operational efficiency while delivering an exceptional client experience.
Theofanis believes quality financial guidance should be accessible to individuals at every stage of their financial journey. He is committed to providing personalized guidance tailored to each client's unique goals and circumstances, helping clients navigate important financial decisions with confidence while building lasting relationships founded on trust, education, and personalized service.
Outside of the office, Theofanis volunteers with local organizations, including Best Buddies Pittsburgh, and enjoys filmmaking, reading, board games, going to the movies, and spending time with his partner and pets. He resides in the Pittsburgh area.