Andrea Bereznak CRPC® CFP® ABFP™
Investment Advisor Representative
Andrea is a Financial Advisor with Rayhons Financial Solutions. Her focus is to empower each individual client, from early in their careers through their final years, to live their best financial life.
Proud of being a small-town girl, Andrea still believes in the importance of personal accountability and friendly service that she learned while growing up in the Colorado Mountains. Andrea is resolute that a client-advisor relationship is based upon trust and open communication. Your core values and priorities drive the design of your financial plan and investment strategy.
Key tenants of Andrea’s 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 best 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, collaborating as appropriate with your other financial professionals.
Andrea is a Certified Financial Planner Practitioner (CFP®), an Accredited Behavioral Finance Professional (ABFP™), a Chartered Retirement Planning Counselor (CRPC®), and proud to put clients’ interests first. She holds a master’s degree in Economics with honors and dual bachelor’s degrees in Economics & International Studies.
Andrea spends much of her free time teaching yoga, guiding meditation, and providing sound meditation relaxation sessions. She relishes spending time in nature and DIY home projects (especially organizing and “supervising” her much more capable husband). She believes that it’s easy to have fun when you have a library card and strives to grow at least a little each day. Andrea is fluent in Spanish and loves finding any excuse to keep her language skills sharp! Contact Andrea via phone: (480) 507-2425 or email: andrea@rayhonsfinancial.com
Empathy | Futuristic | Discipline | Focus | Connectedness