Our Team
Van Pappas
CFP®
Vice President, Private CFO®
Hometown: Sandy Springs
States Licensed: CA, FL, GA, NC, OH, SC, VA
Credentials & Awards
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7 (General Securities Exam)
- Series 63 (Uniform Securities Agent State Law Exam)
- Series 65 (Uniform Investment Adviser Law Exam)
- Georgia Life, Health and Variable Insurance Licenses
- Chamblee Chamber Stewardship Award
- Blue & Gold Foundation Business of the Year Award
- Founder of the Chamblee Chamber of Commerce
Personal Info
Born and raised in Atlanta, Van earned his BA in Finance from Georgia Southern University and was a top manager for two Fortune 500 retailers. Married in 1997, Van has been the father of one boy since 2006. As a CERTIFIED FINANCIAL PLANNER™ professional, Van has performed comprehensive planning for individuals, families and small businesses.
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
The Community
If you could only listen to one song for the rest of your life, what would it be?
Led Zeppelin - Kashmir
If you could have the power of teleportation right now, where would you go?
Neuschwanstein Castle
What is the last TV show you binge-watched?
Sense 8
Motto or personal mantra?
Being good, is better than being right
What inspires or motivates you to do your job, as it relates to the customer experience?
Educating the client
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Background and qualification information is available
at FINRA's
BrokerCheck website.
* Securities offered through Kestra Investment
Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through
Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen
Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra
AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures