Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint
Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint Business Information
- Name:
- Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint
- Address:
- City:
- Beaverton
- State:
- Oregon, US
- Telephone:
- (503) 525-8798
- Fax:
- (503) 273-1796
- Website URL:
- https://www.onpointcu.com/svassilenko/
- Facebook:
- https://www.facebook.com/109416821363561
- Twitter:
- @OnPointCU
- Categories:
- Financial Advisory Services
Investments - Hours:
- M Closed, Tu-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
- Services:
Cash management, Comprehensive retirement planning, Estate & charitable foundation planning, Financial planning, Investment management, Public employee retirement system (PERS) planning, Risk management, Social Security planning - Products:
401(k), 403(b), Environmental, Socially responsible investing (SRI), Stocks, Traditional IRA or Roth IRA., and governance investing (ESG), annuities, bonds, college & education savings plans., long-term care insurance, mutual funds, social - Brands:
n/a - Specialties:
- Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), Investment Management Consultant Raymond James Institute of Investment Management Consultancy IIMC, Securities licenses Series 7, Securities licenses Series 63, Securities licenses Series 66, Oregon Resident Life and Health Insurance License
- Coordinates:
- 45.486878, -122.803997
- Accepted Payment:
About Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint
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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