Sergei Vassilenko, WMS, ChFC®, RICP®
I believe that everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice.
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 traveling to visit family and friends. Closer to home, I enjoy playing hockey and volleyball, running, and watching good movies.
I am fluent in Russian!
RICP® 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 Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
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