Sergey’s passion for investment advisory has come suddenly. After interning at an investment management branch of Morgan Stanley in Sacramento, CA Sergey realized the value a well-designed and executed strategy can bring to the table. He started paving the way for a career in finance and joined one of the largest financial institutions in the world in 2017, shortly after earning his bachelor’s in economics from University of California, Davis.
Sergey specializes in retirement planning and prides himself on the standard of care for his clients. He believes in client-advisor relationships and gets to know his clients to help provide efficient planning and tax strategies. Prioritizing clients’ individualities as well as adhering to high of standards allows him to keep lifelong client relationships.
Sergey started playing ice hockey at the age of 5, thanks to his dad and picked up the love of sports at an early age. In his free time, Sergey will be glad to share his professional alpine snowboard slalom experience or convince you that El Primero is the best chronograph movement in the world of wrist watches.
Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies
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