Dimitris Magemeneas, MBA®

Dimitris is a Wealth Manager with Legacy Private Wealth Partners and has nearly 20 years of experience in investment management, financial planning, training and mentoring financial advisors, and teaching financial literacy. Dimitris works mostly with retired and nearly-retired investors to create goals-based financial strategies to provide peace of mind, by utilizing sophisticated risk management techniques.

Dimitris started as a Financial Advisor with Edward Jones in January 2007, skillfully guiding clients through the 2008 Great Financial Crisis while building a thriving commission-based business. He transitioned to Kingsview Partners in 2017 to become a fee-only, fiduciary Wealth Manager, and protected his clients’ finances throughout the 2020 Pandemic, 2022 Interest Rate Reset and 2025 Trump Tariff Tantrum.   Since 2015, Dimitris has also taught courses in personal finance, corporate finance, project management, career planning and financial literacy through Junior Achievement and at local universities.

This career background demonstrates Dimitris’s guiding belief that a life of fulfillment and happiness is the inevitable result of building a firm financial foundation grounded in faith, family, education and giving back to community.

Academically, Dimitris achieved an MBA in 2004 with straight A’s from the University of San Diego, working full-time as an engineer while pursuing a master’s degree at night. He brings both an analytical and educational approach towards helping successful investors protect their assets, while generating sufficient income to live life better!