Andrejs is passionate about helping individuals and families live a fulfilling life and is inspired to guide his clients past their short-term worries and encourage them to focus on their bigger financial goals. With a diverse background in business and finance, Andrejs has over 15 years of experience helping individuals, families, and businesses with their financial needs.
As a member of VLP’s Investment Committee, Andrejs provides extensive investment research and due diligence work. He assists with creating investment and financial planning strategies for individual clients and works with corporate clients to provide 401(k) plan support.
In order to provide the most comprehensive advice to his clients, Andrejs earned a Master of Science degree in Personal Financial Planning from the University of Georgia.
Andrejs is a member of the Financial Planning Association (FPA) National Capital Area Chapter.
Andrejs’ Professional Credentials:
- Certified Financial Planner™
- Series 7 & 66 Securities Registrations
- Licensed for Life, Disability, and Health Insurance
- Master of Science in Personal Financial Planning, University of Georgia
- Bachelors of Science in Business, Western Governors University
Getting to Know Andrejs
An adoring father of two girls, Andrejs can relate to the ups and downs as well as triumphs and challenges that modern families experience today. In working with Andrejs, clients benefit from talking with someone who has experienced and lived through a lot of the same challenges they are facing. When not helping clients make the most of their finances, Andrejs and his wife Natallia can be found cherishing their daughters and chasing outdoor adventures on hiking and biking trails. Andrejs is a die-hard Washington Capitals fan whose bucket-list dream of attending a Stanley Cup Finals Playoff game in DC came true in 2018.
Andrejs grew up in Latvia and has lived in the Washington, DC region for over 18 years. Being a first-generation immigrant, Andrejs interests include advancing financial education opportunities to first-generation Americans.
Place Andrejs Would Most Like to Visit: Tokyo
Favorite Book: “Enough” by John C. Bogle
Favorite Movie: James Bond, all of them
Favorite Food: Sushi
Favorite Quote: “The world is a very malleable place. If you know what you want, and you go for it with maximum energy and drive and passion, the world will often reconfigure itself around you much more quickly and easily than you would think.” ― Marc Andreessen
Favorite Holiday: Thanksgiving
What Motivates Andrejs: Helping others
Something on Andrejs’ Bucket List: Travel around the world