Yelena Kalashnikova

Yelena Kalashnikova brings nearly two decades of experience in financial and retirement planning, helping individuals, families, and business owners achieve financial confidence through personalized strategies. She has worked extensively with high-net-worth clients, developing tailored solutions that align with their long-term goals.

Known for her ability to simplify complex financial concepts, she takes a client-first approach, ensuring that each financial decision is made with clarity and purpose. Whether guiding clients through retirement planning, investment management, or wealth preservation, she focuses on delivering strategies that provide long-term security and peace of mind.

Holding securities licenses Series 6, 7, 63, and 65, as well as the Accredited Wealth Management Advisor (AWMA®) certification, she combines deep industry expertise with a commitment to exceptional service. She believes financial success is about more than just numbers—it's about creating a future clients can feel confident in.