About
Founder and CEO of GoalVest Advisory, holding CFA and CPWA designations; she established the firm to bring exclusive investment opportunities and tailored services to high-net-worth clients.
Colleagues at Goalvest Venture
Ashwini Patil
Head of Trading at Goalvest Venture
Blair Cohen
Head of Private Investments at Goalvest Venture
Braden Deforge
Wealth Management Associate at Goalvest Venture
Brooke Long
Client Service Associate at Goalvest Venture
Chen Li
Investment Research Associate at Goalvest Venture
Harry Martin
Senior Investment Consultant at Goalvest Venture
Frequently asked questions
- Who is Sevasti Balafas?
- Founder and CEO of GoalVest Advisory, holding CFA and CPWA designations; she established the firm to bring exclusive investment opportunities and tailored services to high-net-worth clients.
- Where does Sevasti Balafas work?
- Sevasti Balafas is CEO and Founder at Goalvest Venture.