Papadoyannis & Associates

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Advisors

Ryan Lee

Ryan Lee

Financial Advisor

Visit Ryan Lee's website
Joshua Lelchook

Joshua Lelchook

Financial Advisor

Visit Joshua Lelchook's website
Natalia Koritskaya

Natalia Koritskaya

Financial Advisor

Visit Natalia Koritskaya's website
Robert Graham III

Robert Graham III

Financial Advisor

Visit Robert Graham III's website

Team

Christopher Abel

Christopher Abel

Financial Planning Analyst,

Chartered Retirement Planning Counselor℠

Qualifications

  • B.S. University of Wisconsin
  • Chartered Retirement Planning Counselor CRPC® College for Financial Planning
  • Financial Planning Certificate- Mankato State University
  • FINRA Securities Registrations Series 7 and Series 66

Roles & Responsibilities

  • Client Service- case development and analysis, execution of trades, and client relationship
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Cindy Du

Cindy Du

Financial Planning Analyst

Qualifications

  • Golden Gate University, M.S. Finance

Roles & Responsibilities

  • Case management
  • Investment analysis
  • Financial planning analysis
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Danielle Williams

Danielle Williams

Client Service Manager

Qualifications

  • 10 years in Finance Administration

Roles & Responsibilities

  • Ongoing communication with clients and prospects
  • Supporting incoming new business
  • Calendar management
  • Managing our online presence
  • Event planning
  • Case Management
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Vivienne Tan

Vivienne Tan

Client Service Manager

Qualifications

  • 12+ Years of Client Service

Roles & Responsibilities

  • Ongoing communication with clients and prospects
  • Supporting incoming new business
  • Calendar management
  • Event planning
  • Case Management
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John Limnios

John Limnios

Financial Planning Specialist

Roles & Responsibilities

  • Case Management
  • Investment Analysis
  • Financial Planning Analysis
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Michelle Holcomb

Michelle Holcomb

Office Manager

Qualifications

  • Graduate of U.C. at Berkeley where she earned her B.A. in Legal Studies. She has two children & has worked with George since January 2001. She compliments the team by bringing experience & knowledge.
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Anil Ratnani

Anil Ratnani

Financial Planning Analyst

Qualifications

  • FINRA Securities Registrations Series 7 and Series 66
  • CA Insurance License #0G67585

Roles & Responsibilities

  • Case Management
  • Investment Analysis
  • Financial Planning Analysis
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