Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint
Financial Consulting Beaverton
Schedule a Complimentary Consultation
- Place
-
Beaverton, ORRoute
- Landline
- (503) 525-8798
- Fax
- (503) 273-1796
- @OnPointCU
- 109416821363561
- Website
- www.onpointcu.com
Description
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.
Keywords Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation.
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Financial Consulting(503)525-8798 (503)-525-8798 +15035258798 (503)273-1742 (503)-273-1742 +15032731742 (800)527-3932 (800)-527-3932 +18005273932