Boris Lokshin, PhD, ChFC®, has over 30 years of financial and management experience. He specializes in assisting clients with personal planning, acquiring investments, insurance and developing pension plans. Among his clients are professionals and business owners.
Boris has qualified numerous times for membership in the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Further, Boris has qualified for the elite MDRT groups: “Court of the Table;” and “Top of the Table.” Less than one percent of financial professionals, worldwide, belong to Top of the Table.
Boris strongly believes that in addition to helping clients with their financial decisions, providing exceptional service is equally important.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OF32513.