I moved to Syracuse, NY from Athens, Greece when I was 5. Greek was my first language and I continue my Greek fluency.  As the daughter of Greek immigrants who did not speak much English, I helped my parents with all things financial starting when I was 8 years old - yes 8.

I started my own financial planning firm in January 1988 - Mandelis & Associates. I am grateful for having met my business partner, Alan Ioffredo and co-founding ALENA Wealth with Alan in 2008.

I am passionate about helping people awaken to how their money can serve their life and LIVE with JOY. I believe in encouraging others to have ALL their affairs in order so they may dwell in peace and contentment.

I use my training and personal experiences from a wide range of areas (from financial and beyond) to inspire clients. I believe you cannot take anybody where you have not been yourself. I relentlessly explore new frontiers in my professional, emotional and spiritual growth.

I live in Weston, Massachusettts, USA with my husband, Mark, our son, Ari and the many wild animals that frequently visit our back yard.

• Syracuse University - BS Finance and Marketing - 1985
• College for Financial Planning -CFP® Professional Education Program - 1990
• CERTIFIED FINANCIAL PLANNER (CFP®) Professional - 1990
• Boston University School of Law - JD - 1993
• Kundalini Research Institute - Certified Kundalini Yoga Teacher Training - 2002
• Ridhwan School - student - 2009 to present
• Enneagram Institute Training Program - student - 2014 to present

Affiliations:

• Financial Planning Association
• Nazrudin Project
• Hellenic Bar Association

Check the background of this investment professional on FINRA's BrokerCheck

Favorites:

Interests: 

Truly Living, Meditation, Belly Dance, Audiobooks, Simplifying, Healthy Food, Egypt, Enneagram

Food:
Dark Chocolate

Book:

Autobiography of a Yogi by Parmahansa Yogananda

Destination:

On the ocean, especially in Greece