Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
8
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℠
  • 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

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

I can be your Certified Divorce Financial Analyst

I have received the Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts.

As a CDFA® professional, I have met the requirement of three years’ experience as a financial professional. I have also completed a series of self-study courses and passed an exam for each course.

By completing this specialized training, I have learned how to help clients with financial issues that will affect the rest of their lives, including those issues affected by decisions concerning personal vs. marital property, spousal and child support, and valuing and dividing property.