We apologize for the inconvenience

The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

You will be automatically re-directed to People Search on yellowpages.com in .

Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

Details

General Info

Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Understanding your unique situation will enable me to match you with the right financial products and services. I have been helping clients achieve their goals for the past 18 years. I got my start in financial services in 2000. I currently hold the Chartered Financial Consultant® (ChFC®) designation, the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License. I currently reside in Beaverton with my family. In my free time, I enjoy travelling to visit family and friends. Closer to home, I enjoy playing hockey and volleyball, running, and watching good movies. I am fluent in Russian! Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

HoursOPEN NOW
Regular Hours:
Mon - Thu
Fri
Sat
SunClosed

Contact Info

Phones:

Main - 503-525-8798

Fax - 503-273-1796

ExtraTollFree - 800-527-3932

Extra - 503-273-1742

Address:

Reviews

Be the first to review!
Write a Review
Categories
Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds
Services / Products
401(k), 403(b), Traditional IRA or Roth IRA. Cash management Comprehensive retirement planning Environmental, social, and governance investing (ESG) Estate & charitable foundation planning Financial planning Investment management Public employee retirement system (PERS) planning Risk management Social Security planning Socially responsible investing (SRI) Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.