Papadoyannis & Associates

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Ryan Lee

Ryan Lee

Financial Advisor

Chartered Retirement Planning CounselorSM
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

Robert Graham

Financial Advisor

Visit Robert Graham'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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