Advisor profile


What you can expect when you work with me

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.

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10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 7
  • Series 66
  • CA Insurance License #0J09126

Education

  • Russian University of Economics; Master's Degree in Business/Minor in Hospitality Mgt. 1999-2005

Awards & recognition

  • Papadoyannis & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Papadoyannis & Associates, Forbes Top Wealth Management Teams: High Net Worth, 2022

Previous experience

  • Thrivent Financial; Financial Representative, 2014-2015
  • Citibank; Financial Associate, 2011-2013

Certified Divorce Financial Analyst (CDFA®)

I have received the Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts (IDFA). As a financial advisor and CDFA® professional, I am uniquely qualified to help divorcing clients gain a solid grasp of their current and future financial needs as the first step in helping them navigate the financial complexities of proposed divorce settlements.

I take great pride in empowering my clients to make better-informed financial decisions to build the foundation of their post-divorce financial future.

I also work with attorneys to provide robust analysis of client financials and can serve as expert witness.

Community participation

I am involved with the local Russian-speaking community in the Bay Area.

I regularly attend and participate in several organizations such as social and professional associations.

Interests

Living in the beautiful Bay Area, I have made sure to incorporate interests that will allow me to see and experience my surroundings.

I enjoy hiking, playing tennis and striving to maintain both an active and healthy lifestyle.