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Christian B

Series 66

Lancaster, PA

Equitable Advisors

Christian Boutsikaris is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2009. Boutsikaris serves as a board member of the Kutztown University Personal Financial Planning Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Gregory A

Series 63, Series 65

Lancaster, PA

Equitable Advisors

Gregory Ashekian is a financial advisor with Equitable Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors for 11 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves risk assessment and matching clients to advisory models, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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