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Aleksandra V
Series 65
Carlsbad, CA
North County Financial Planning, LLC
Aleksandra Vasilyeva is the principal of North County Financial Planning, LLC in Carlsbad, CA. She holds a Series 65 designation and has one year of industry experience. Prior to founding her firm, she worked at Shell Energy North America and studied at Wharton Business School. Her firm provides investment management and comprehensive financial planning to individuals, including high-net-worth clients. It offers educational seminars, speaking engagements, and a separate premarital financial coaching service. The firm uses a fee-only model with customized investment policies that blend passive and active strategies and emphasizes public education and behavioral coaching.
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