Papadoyannis & Associates

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Ryan Lee, Financial Advisor serving the San Mateo, CA area - Ameriprise Advisors

Ryan Lee

CRPC®, AWMA®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISORSM
Visit Ryan Lee's website
Joshua Lelchook, Financial Advisor serving the San Mateo, CA area - Ameriprise Advisors

Joshua Lelchook

Financial Advisor

Visit Joshua Lelchook's website
Natalia Koritskaya, Financial Advisor serving the San Mateo, CA area - Ameriprise Advisors

Natalia Koritskaya

CRPC®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst®
Visit Natalia Koritskaya's website
Robert Graham, Financial Advisor serving the San Mateo, CA area - Ameriprise Advisors

Robert Graham

Financial Advisor

Visit Robert Graham's website

Emmanuel Huereca

Financial Advisor

Visit Emmanuel Huereca'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 Maitra (Williams)

Danielle Maitra (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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