As a member of the Wealth Advisory Services team, Polina brings over ten years of wealth management experience and works with high net worth and ultra-high net worth individuals and their families helping them to achieve their financial goals. Recognizing that every individual situation is unique, Polina uses her skills as a CERTIFIED FINANCIAL PLANNER™ to clearly understand our clients’ concerns and aspirations and to deliver a personalized financial planning experience.
Prior to FIA, Polina was a Wealth Advisor with Regent Wealth Management Group, a high net worth wealth management firm in Southern Connecticut, where she managed client relationships and served as a “quarterback” in her clients’ financial lives, connecting investments, taxes, insurance, charitable and estate considerations to help clients reach their life goals.
- Wesleyan University, BA
- The Marquis of Granby Ancient Junior Fyfe & Drum Corps – Board Member, Head of Publicity
Languages, reading, hiking, performing arts