Profile

Financial Advisor / Wealth Management

Finance

B2B Baltimore

B2B Member

It is my goal to educate every client that I work with about personal finance and the importance of planning ahead. I am committed to providing my clients with consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy. I am a born and raised Baltimorean, who is the child of Soviet Union immigrants. My parents came here with our entire family back in 1991. Trying to provide for a family while learning a new language in a new environment was a very difficult task for my parents. Over 30 years later, they grew the family to five and started a business. Their hard work and determination has resonated with me in my own practice as a financial advisor. I am just as determined to provide excellent service for my clients as my family was when they came here.In the present day, my fiancé and I live in Baltimore Maryland and have two dogs, Asher and Ana. We enjoy traveling to Sunny Isles Florida several times a year to spend time with family. When I am not in my office: I enjoy teaching ballet, practicing yoga and Pilates, and spending time with nieces and nephews.

Offit Advisors

Financial Advisor

2107 Woodbox Ln

Baltimore

Maryland

21209

Offit Advisors is a team of experienced and professional advisors who treat every client like family. With decades of experience and unique expertise, our team can guide you to a secure future, and the peace of mind you deserve. We have a strong motto of achieving peace of mind and confidence in every clients' financial plan.

Financial PlanningInvestment ManagementInsurance PlanningBusiness PlanningTax Planning

An ideal client would be someone who is looking for guidance and looking to make the right steps in the financial future. We have expertise in families with young children and individuals about to retire.

50-250

$1M-$15M