Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint

More Info

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.

Extra Phones

Phone: (503) 273-1742

Fax: (503) 273-1796

TollFree: (800) 527-3932

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.

Other Link

website

Categories

Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds

Reviews

Details

Phone: (503) 525-8798

Website: website