Meet the Team

Andrea Bereznak

Andrea Bereznak

CRPC®, Financial Advisor

Andrea is a Financial Advisor with Better Money Decisions in our Phoenix office. She is also a Certified Retirement Planning Counselor (CRPC®); helping clients save for retirement, then sustainably use those savings for income later in life.

Prior to joining Better Money Decisions, Andrea was an investment advisor, financial planner, and insurance specialist with LPL Financial and Ameriprise.

Proud of being a small-town girl, Andrea still believes in the importance of personal accountability and friendly service she learned while growing up in the Colorado Mountains. Andrea is resolute that a client-advisor relationship is based upon trust and open communication. She first listens to your priorities for your life. That drives the design of your financial plan and investment strategy.

“Financial success doesn’t require magic. It just requires working with the right team to clearly define your goals, put a solid plan in place, and take small steps every day in the direction of your dream. You will be amazed at the long-run results.”

Andrea’s investment philosophy includes establishing a solid guiding strategy via an Investment Policy Statement (IPS), setting the right long-term target allocation to meet your goals, and then making strategic shifts several times per year to take advantage of changing market conditions.

Her educational background includes a master’s degree in Economics from the Instituto Tecnológico y de Estudios Superiores de Monterrey, Mexico as well as bachelor’s degrees in Economics & International Studies, with a minor in Spanish, from the University of Northern Colorado.

Andrea and her husband reside in central Phoenix. Andrea relishes spending time in nature, learning, and practicing yoga. She is fluent in Spanish and loves finding any and all excuses to keep her skills sharpened!

 

REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.
Better Money Decisions, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration.
Better Money Decisions, LLC, is currently registered in the states of New Mexico, Arizona, Texas and California.

REGISTRATION

Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.

Better Money Decisions, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration.

Better Money Decisions, LLC, is currently registered in the states of New Mexico, Arizona, Texas and California.

Copyright © 2020 Better Money Decisions. Financial Wellness for Life® is a registered trademark of Better Financial Decisions, LLC. All rights reserved.

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