Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

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.

Community participation

Originally from Russia, 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.

Previous experience

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