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

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

Listed skills include Public Relations, Leadership, Public Speaking, Fundraising, and 46 others.