The Team

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.

Our Advisors

Ryan Lee

Ryan Lee

Financial Advisor

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Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies

Education

University of California, Santa Barbara Biological Studies 1993-1997
CA Insurance #0D16148

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Joshua Lelchook

Joshua Lelchook

Financial Advisor

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Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

University of Maryland, B.S. Finance, Minor in Economics
CA Insurance #0F61447

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Natalia Koritskaya

Natalia Koritskaya

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

Russian University of Economics; Master's Degree in Business/Minor in Hospitality Mgt. 1999-2005
CA Insurance #0J09126

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Robert Graham III

Robert Graham III

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business

Education

Sonoma State University; B.S. Accounting
CA Insurance #0F41002

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Our Staff

Christopher Abel

Christopher Abel

Financial Planning Analyst

Chartered Retirement Planning Counselor℠
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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
Cindy Du

Cindy Du

Financial Planning Analyst

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Qualifications

  • Golden Gate University, M.S. Finance

Roles & Responsibilities

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

Danielle Williams

Client Service Manager

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Qualifications

  • 7+ years in Finance Administration

Roles & Responsibilities

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

Vivienne Tan

Client Service Manager

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Qualifications

  • 12+ Years of Client Service

Roles & Responsibilities

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

John Limnios

Financial Planning Specialist

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Roles & Responsibilities

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

Michelle Holcomb

Office Manager

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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.
Anil Ratnani

Anil Ratnani

Financial Planning Analyst

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Qualifications

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

Roles & Responsibilities

  • Case Management
  • Investment Analysis
  • Financial Planning Analysis