Andrea Bereznak, Cfp®, Crpc®

Andrea Bereznak, Cfp®, Crpc® Email and Phone Number

Financial Advisor and Planner @ RAYHONS FINANCIAL SOLUTIONS, LLC
Gilbert, AZ, US
Andrea Bereznak, Cfp®, Crpc®'s Location
Gilbert, Arizona, United States, United States
Andrea Bereznak, Cfp®, Crpc®'s Contact Details

Andrea Bereznak, Cfp®, Crpc® work email

Andrea Bereznak, Cfp®, Crpc® personal email

n/a
About Andrea Bereznak, Cfp®, Crpc®

Hello! I am a financial advisor and adherent of values-based financial planning, My focus is on empowering each individual client to live their best financial life. Financial success doesn’t require magic. It just requires working with a good advisor to clearly define your goals, put a solid plan in place, and take small steps every day in the direction of your dreams.Years ago, I felt a disconnect between my passions and my daily life, and realized that my financial behavior did not reflect my core goals. Once I redirected my spending, saving, and investing in ways that put me on track to living my ideal life, I was amazed at the quick progress I made, and became passionate about supporting others along their journeys.I concentrate on hearing your individual values, collaboratively developing a financial goal plan that reflects those values, and supporting you over time to adjust as "life happens." Key tenants of my approach: • You deserve to have a financial advisor you trust, and who cares about you.• Strong client-advisor relationships are built through clear communication, timely follow-up, and research-driven strategy selection.• Clients are better served via a collaborative, holistic approach. This means that in addition to your investment strategy and financial goals, we will also consider your risk management needs, estate planning, and tax situation, coordinating with your CPA, estate attorney, fiduciary, or other financial professionals.I am a Certified Financial Planner Practitioner (CFP®), Certified Retirement Planning Counselor (CRPC®), and as a fiduciary I am proud to put clients’ interests first. I hold a master’s degree in Economics with honors and dual bachelor’s degrees in Economics & International Studies. Contact my office at (480) 507-2425Verify my investment professional credentials on: https://brokercheck.finra.org/Focus: Holistic Financial Planning, Retirement Planning, Risk Management, Couples in Transition, Investing for Women, Financial Independence Retire Early (FIRE), Collaborative Financial Planning, Portfolio Management* Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. * Rayhons Financial Solutions, LLC is not a subsidiary of nor controlled by Cetera Advisor Networks LLC.* Rayhons Financial Solutions, LLC is not a broker/dealer nor a registered investment adviser.Registered Branch Address: 3335 E Baseline Road, Gilbert, AZ 85233

Andrea Bereznak, Cfp®, Crpc®'s Current Company Details
RAYHONS FINANCIAL SOLUTIONS, LLC

Rayhons Financial Solutions, Llc

View
Financial Advisor and Planner
Gilbert, AZ, US
Employees:
13
Andrea Bereznak, Cfp®, Crpc® Work Experience Details
  • Rayhons Financial Solutions, Llc
    Financial Advisor And Planner
    Rayhons Financial Solutions, Llc
    Gilbert, Az, Us
  • Rayhons Financial Solutions, Llc
    Financial Advisor & Planner
    Rayhons Financial Solutions, Llc Apr 2020 - Present
    3335 E Baseline Road, Gilbert, Az 85234

Andrea Bereznak, Cfp®, Crpc® Skills

Public Relations Leadership Public Speaking Fundraising Spanish Budgets Nonprofits Strategy Management Strategic Communications Project Management Marketing Research Customer Service Microsoft Office Strategic Partnerships Microsoft Excel Community Outreach Communication Relationship Management Strategic Planning Organizational Development Small Business Collaborative Problem Solving Team Building Program Management Government Economic Development Event Management Value Selling Negotiation Teaching Leadership Development Management Consulting Market Research Event Planning Proposal Writing Policy Social Media Community Development Social Networking Time Management Training Coaching Editing Team Leadership Media Relations Bilingual Spanish Value Add Relationship Management Superior Oral And Written Communication

Andrea Bereznak, Cfp®, Crpc® Education Details

Frequently Asked Questions about Andrea Bereznak, Cfp®, Crpc®

What company does Andrea Bereznak, Cfp®, Crpc® work for?

Andrea Bereznak, Cfp®, Crpc® works for Rayhons Financial Solutions, Llc

What is Andrea Bereznak, Cfp®, Crpc®'s role at the current company?

Andrea Bereznak, Cfp®, Crpc®'s current role is Financial Advisor and Planner.

What is Andrea Bereznak, Cfp®, Crpc®'s email address?

Andrea Bereznak, Cfp®, Crpc®'s email address is an****@****aps.com

What schools did Andrea Bereznak, Cfp®, Crpc® attend?

Andrea Bereznak, Cfp®, Crpc® attended Instituto Tecnológico Y De Estudios Superiores De Monterrey, University Of Northern Colorado.

What are some of Andrea Bereznak, Cfp®, Crpc®'s interests?

Andrea Bereznak, Cfp®, Crpc® has interest in Education, Arts And Culture, Economic Empowerment.

What skills is Andrea Bereznak, Cfp®, Crpc® known for?

Andrea Bereznak, Cfp®, Crpc® has skills like Public Relations, Leadership, Public Speaking, Fundraising, Spanish, Budgets, Nonprofits, Strategy, Management, Strategic Communications, Project Management, Marketing.

Who are Andrea Bereznak, Cfp®, Crpc®'s colleagues?

Andrea Bereznak, Cfp®, Crpc®'s colleagues are Victor Giordano, Joshua Zahn, Mark Boykin, Michayla Jo Rayhons.

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