MY APPROACH Click to learn more about Andrei
Are you looking for ways to reach your financial goals in today's volatile market? Whether you're saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where Andrei can help. He will take the time to listen to you and understand your goals and dreams. Andrei will help you build a plan to get back on track and move towards reaching your goals. Working together, we will aim to find investing opportunities in today's uncertain market that are aligned with your financial goals. Together, we will work to bring your dreams more within reach. Financial Planning On Your Terms
Andrei is the Novato Youth Center Board President and Finance Committee Member, Five4Five Board Member, Board Member with the Mayflower Choral Society, Novato Chamber Member, Novato Leadership Alumni and Advisor, Novato Youth Soccer Coach, CYO Basketball Coach, Rotary Club Member, Member of BNI (Business Network International), Marin Estate Planning Council, and active in his daughter’s schools.
Being a part of the local community is very important to Andrei. He was born and raised in Marin and currently resides in Novato. Some of his hobbies include golfing, camping, gardening and spending time with his wife of 16 years and his two daughters. When Andrei is not at work he can be found on the youth sports fields watching or coaching his daughter’s soccer and basketball teams. He is a huge Bay Area Sports fan, especially the San Francisco Giants and the 49ers.
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Bachelor of Science Degree from Cal Poly State University in San Luis Obispo
- Financial Advisor based in Novato, CA since 1996
CA Insurance Lic # 0B94148