Principal Engineer, Director of Optic Algorithm lab @ Russian Federation
Assistant Vice President, Wealth Advisor at BancWest Investment Services | BNP Paribas Wealth Management
"If you fail to plan, you are planning to fail"
With over twelve years of experience in the financial services industry, I am able to help my clients prioritize their needs, develop customized portfolio strategies and implement recommendations to build and preserve their wealth. I believe each strategy should be tailored to an individual’s personal objectives, while also being flexible in nature for the changing needs in one’s financial life and fluctuating economic/market conditions.
I currently hold the AIF® (Accredited Investment Fiduciary) and AAMS® (Accredited Asset Management Specialist) designations.
As a Financial Advisor, I can guide you through:
- Comprehensive Financial and Investment Planning
- Retirement Planning (401K Plans/Fee Assessments, IRA/ROTH, 403B, Pensions)
- Specific Goal Planning (Retirement, Tax, Education, Debt/Student Loans, Wealth Building, Cash Flow)
- Fixed and Variable Annuities
- Life Insurance, Long-Term Care and Disability Insurance Analysis/Review
- Charitable Giving
- Estate Planning and Trust Services
Contact me if:
- You are transitioning jobs or changing careers
- You are dealing with a divorce or death of a spouse
- You are looking for personalized financial advice
* Current State Registrations: AZ; CA; CO; NV; NY; TX; VA
Advisor is a registered representative of BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. Bank of the West and its various affiliates and subsidiaries do not endorse or adopt comments posted by third parties on LinkedIn. Comments posted by third parties are their own, and may not be representative or indicative of others' opinions, views, and experiences. Investments NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE