Dimitri Tcherkassov
Why pick this one
Dimitri Tcherkassov provides retirement and tax-efficient investing guidance in Asheville and Leicester and holds the Chartered Retirement Planning Counselor designation.
Best for
- Retirement planning
- Tax-efficient investment strategy
- Asset allocation and risk tolerance planning
- Coordinating financial plans with tax and legal professionals
- Clients seeking life insurance or long-term care insurance planning
Specialties
- retirement planning
- asset allocation
- risk tolerance assessment
- tax-efficient investing
- estate planning coordination
Certifications
- Chartered Retirement Planning Counselor designation
- FINRA Series 7 registration
- FINRA Series 63 registration
- FINRA Series 66 registration
- Life Insurance License
- Long Term Care Insurance License
What makes them different
- Creates comprehensive, personalized financial plans based on client and family goals
- Coordinates financial planning with clients' tax and legal professionals
- Holds a Chartered Retirement Planning Counselor designation
- Licensed for life insurance and long-term care insurance
- First Citizens Wealth states that it has more than 125 years of experience helping clients plan for the future
- Serves
- Asheville, Leicester
Distilled from this business's own website.
Contact & Location
- Address
- 108 Patton Avenue, Asheville, NC 28801
- Phone
- 8282575779
- Website
- https://foundation.firstcitizens.com/nc/ashevil...
- Dimitri.Tcherkassov@firstcitizens.com
Services
- financial planning
- wealth management
- retirement planning
- investment planning
- asset protection planning
- insurance planning
- estate planning coordination