Sergei Perepechenov
Advisor AssociateSergei is an Advisor Associate based in our San Rafael, CA office, supporting advisors in all aspects of the financial planning process and helping to manage client relationships.
He brings over a decade of experience in wealth management, having previously held roles with New York Life Insurance and as a financial advisor and portfolio manager for AMT LLC. Active in the industry and local community, Sergei serves as an IRS tax volunteer in Community Action Marin’s Income Assistance Tax Program (VITA) and as a pro bono financial planning volunteer on the FPA’s San Francisco Pro Bono Committee.
Currently residing in Mill Valley, CA, Sergei enjoys hiking and traveling to U.S. national parks with his wife.
Previous Experience
- Financial Professional at New York Life Insurance
- Financial Advisor & Portfolio Manager at AMT LLC
- Head of Legal Department at AMT LLC
Education & Credentials
- Specialist Diploma in Law (WES Evaluated as U.S. Bachelor’s & Master’s Degree), International Law
Kutafin Moscow State Law University, Moscow, Russia - Certificate in Securities and Derivative Instruments, Higher School of Economics, Moscow, Russia
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
