Asset Protection Strategist, Synergy Builder & Financial Coach

Balanced Protection for Your Life & Business

 

My Mission

I am committed to creating customized transformation processes without shortcuts.  I help small business owners and professionals remain protected whilst they build their financial strength so they can focus on what's most important to them, their missions & passions. I care deeply about your success and I am committed to making a difference by adding value to your life and helping you put preventive maintenance on autopilot. My focus is on building powerful long-term trusted relationships, and this is how I've built my expertise over the years:

  • Property & Casualty, Life & Health Insurance Licences
  • MBA in Financial Services from Baldwin-Wallace College in Cleveland
  • BA in Finance, Economics & Accounting from Belarussian School of Economics
  • 20 years of practical experience in Banking, Lending, Financial Services & Ministry
Vladimir Meltzer Financial Coach

Products & Services

We do not know what we do not know if we do not want to know.
We are the products of our surroundings. It has been proven that greed and fear factors from different sources of information may not give us a positive transformation and could cause a crisis in our lives.

I assist business owners and professionals to balance their lives through financial education, different insurance products, diligence & integrity, transparent communications, following up and following through.

I have 22 yrs. of extensive experience in banking, lending financial services with commitment to complete financial education to my clients and prospects working with team of caring advisers.

Where there is no counsel, the people fall;
But in the multitude of counselors there is safety.
Proverbs 11:14

Client Praise

I have switched insurance companies several times. After moving to Portland just a few months ago, I was not happy with the service I was receiving from the new agent my current company had placed me with. But I did not want to go through the "hassle" of switching carriers. I had a conversation with Vladmir Meltzer and ended up with a new agent. The process was that simple. After just a few questions I had a quote. It happened quicker than I had expected. The price was less and I switched. But what was also so impressive was the follow up. Vladmir has continued to reach out to me to make sure I am satisfied with the policy, asking if our circumstances have changed, and giving me tips to get the most out of my insurance. I highly recommend talking with Vladmir about insurance, finances, and life! He is so caring, thorough, and quick!

Paul Van Sickle
Operations Director WAY-FM Portland

Vlad is a highly dedicated individual whose passion for empowering others to live their best life through informed decisions guides everything he does. He cares deeply and is always looking for ways to help people and businesses grow and thrive. He knows his stuff and is always looking to grow.

K.P.

How Can I Help You Today?

Before offering you anything, and to better assist you, please email me your most immediate concerns. You can also reach me directly on 503.839.9614.

Send me an email
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