About Andrea bereznak
CRPC®, Financial Advisor
Andrea is a Certified Retirement Planning Counselor (CRPC®) and supports the firm’s investment clients. Licensed to provide investment management and advice, she is registered in general securities Series 7 and Series 66.
Andrea believes developing a relationship of trust and communication is essential.
She focuses first on the lifestyle desires that drive clients’ financial goals prior to drafting a financial plan or outlining investment options.
Andrea and her husband reside in central Phoenix. In her personal time, Andrea relishes spending time in nature, learning new herbal remedies, and practicing yoga.
Let’s Get Started
Let us help you have a smarter divorce, no need to waste thousands in a court battle. We will contact you to set up your Smarter Divorce Strategy Session.
In Your Strategy Session We’ll:
- Explore your divorce options and get clear on the right solution for your situation
- Review your financial situation and explore creative settlement possibilities
- Map out a plan for transitioning to the next phase of your life
- Identify your biggest fears and decide the best way to address them
- Connect you with any other resources you’ll need in your process
Only 10 sessions available each month! Schedule today to ensure availability!