Roman Shlyakhetko, CFP®
Associate
Roman Shlyakhetko, CFP®, is an Associate at Henssler Financial. Since joining the firm in July 2024, Mr. Shlyakhetko creates tailored financial plans for individual clients. He carefully assesses their financial situations, offers personalized advice, and recommends strategies to help them build and protect their wealth. His role also involves managing client accounts, analyzing financial data, and providing investment recommendations that align with the firm’s rigorous standards. Mr. Shlyakhetko collaborates closely with Managing Associate K.C. Smith, CFP®, CEPA, to offer clients strategic guidance in money management, retirement planning, insurance planning, and estate planning.
Before joining Henssler Financial, Mr. Shlyakhetko spent a year as a Financial Planner at Financial Navigators, Inc., where he led virtual financial counseling sessions for remote clients and assisted senior management with operational procedures. During his tenure, he served as the lead advisor to a modest client base, providing advice and conducting ongoing review meetings. Mr. Shlyakhetko also spent three and a half years as a Financial Planning Associate with Odyssey Personal Financial Advisors, where he participated in financial reviews with senior advisors, reviewed investment allocations, and conducted cash flow analyses and retirement projections.
Mr. Shlyakhetko earned a Bachelor of Science in Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ Certificant.
Roman Shlyakhetko, CFP®
Associate
Roman Shlyakhetko, CFP®, is an Associate at Henssler Financial. Since joining the firm in July 2024, Mr. Shlyakhetko creates tailored financial plans for individual clients. He carefully assesses their financial situations, offers personalized advice, and recommends strategies to help them build and protect their wealth. His role also involves managing client accounts, analyzing financial data, and providing investment recommendations that align with the firm’s rigorous standards. Mr. Shlyakhetko collaborates closely with Managing Associate K.C. Smith, CFP®, CEPA, to offer clients strategic guidance in money management, retirement planning, insurance planning, and estate planning.
Before joining Henssler Financial, Mr. Shlyakhetko spent a year as a Financial Planner at Financial Navigators, Inc., where he led virtual financial counseling sessions for remote clients and assisted senior management with operational procedures. During his tenure, he served as the lead advisor to a modest client base, providing advice and conducting ongoing review meetings. Mr. Shlyakhetko also spent three and a half years as a Financial Planning Associate with Odyssey Personal Financial Advisors, where he participated in financial reviews with senior advisors, reviewed investment allocations, and conducted cash flow analyses and retirement projections.
Mr. Shlyakhetko earned a Bachelor of Science in Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ Certificant.
Notable
CERTIFIED FINANCIAL PLANNER™ Certificant
5 Years of Financial Services Experience
Member of Financial Planning Association
UGA Financial Planning Alumni Board