Theodore X. Koinis, MBA, CFP�
Ted Koinis is a founding partner in Helios Wealth Advisors, LLC. Ted brings more than 12 years of investment and planning experience, as well as a keen insight into the technologies and methods needed to provide leading edge service to our clients.
Ted is responsible for the overall experience each client enjoys with our firm. From developing retirement plans and investment proposals to monitoring the investment markets and the managers employed, Ted strives to ensure each client�s goals are being met.
Prior to founding Helios Wealth Advisors, LLC, Ted spent over 9 years at Financial Synergies as a senior advisor. While there, Ted developed retirement plans, monitored investment performance and advised clients on all aspects of their wealth. He was responsible for the management of over $100 million in assets at the firm. He also served on the company�s Investment Committee.
Ted passed the rigorous Certified Financial PlannerTM exam in March of 2003 on his first attempt and is authorized by the Certified Financial Planner Board of Standards, Inc. to use its prestigious CFP� designation. Ted is an Investment Advisor Representative with Helios Wealth Advisors. He is also a member of the Financial Planning Association.
Ted is an active member of the Annunciation Greek Orthodox Cathedral in Houston, TX where he served on its Parish Council on 2 separate occasions for a total of 9 years. He was Treasurer for 5 of those years. He currently advises the church�s Endowment Board. Ted also served as a director of the Southwest High School Charter School in Houston, TX.
Ted obtained his Masters in Business Administration from the University of Houston in 1992, having concentrated in the area of Finance. He earned a Bachelors of Science degree in Chemistry from the University of North Carolina at Chapel Hill in 1984.
Ted lives in Pearland, TX with his wife of 19 years, Pauline, and their 3 children, Stacie, James and Nicholas. Ted enjoys golfing, but has put that on the back-burner to enjoy watching his children excel at baseball, basketball, soccer and music.
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