Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint
Alt: (503) 273-1742
Fax: (503) 273-1796
Toll Free: (800) 527-3932
Business hours
| Monday | 9:00am to 5:30pm |
| Tuesday | 9:00am to 5:30pm |
| Wednesday | 9:00am to 5:30pm |
| Thursday | 9:00am to 5:30pm |
| Friday | 9:00am to 6:00pm |
| Saturday | 9:00am to 1:00pm |
| Sunday | - |
About us
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.
Schedule a Complimentary Consultation
| Languages | English, Russian |
| Tags | Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation |
| 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 |
| Products | Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), 401(k), 403(b), Traditional IRA or Roth IRA., Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans. |
| Services | Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning |