Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • The State University of Management, Moscow
  • http://www.guu.ru/info.php?id=554

Professional associations

  • Certified Financial Planner
  • CFA Society San Francisco