Andrea Bereznak

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.

“My top goal is for clients to feel confident about their financial future. I am passionate about financial services because I have experienced directly the confidence and peace of mind that come with consistent savings choices, personalized planning, and long-term portfolio management.”

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.



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