Financial Resolutions
Building a successful long-term financial plan requires a holistic approach.
Learn simple strategies to get your financial house in order by the end of the year. It’s a great time to make sure everything is working together.
Presenter
Sergei Vassilenko, CFP®, ChFC®RICP®, WMS®
Financial Advisor | Raymond James Financial Services, Inc.
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.
My current licenses for Oregon and Washington include securities Series 7 and 66 as well as life insurance. I live in Beaverton and have three children. In my free time, I like to play hockey and volleyball, run, and watch good movies. I’m also fluent in Russian.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
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| Not a bank or credit union deposit, obligation or guarantee. | May lose value. | Not FDIC or NCUA/NCUSIF Insured. | Not insured by any federal government agency. |
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