Sergei Vassilenko, ChFC®, RICP®, WMS
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 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.
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