OnPoint Investment Services | Raymond James
Beaverton, Oregon, 97005
Main:
(503) 525-8798
Alt:
(503) 525-8705
Fax:
(503) 273-1796
Toll Free:
(800) 527-3932
Schedule a Complimentary Consultation
Finance & Insurance > Financial Planning & Investments
Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important for your financial life, I can make recommendations to help you reach your goals.
I’ve been helping families with their investment and planning needs since 2005. Since that time I have achieved several certifications and designations including the CERTIFIED FINANCIAL PLANNERTM (CFP®), the Chartered Life Underwriter® (CLU®) and additionally I earned the Chartered Financial Consultant® (ChFC®) designation. I hold securities licenses Series 7, 65, and a Life and Health Insurance license in the states of Oregon and Washington.
I live in Portland with my wife and two children. In my free time, I enjoy swimming, art, golf and coaching youth sports.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
Monday:
9:00am
to 5:30pm
Tuesday:
9:00am
to 5:30pm
Wednesday:
9:00am
to 5:30pm
Thursday:
9:00am
to 5:30pm
Friday:
9:00am
to 6:00pm
Saturday:
9:00am
to 1:00pm
Twitter: @OnPointCU
Facebook: https://www.facebook.com/105523408426553
Instagram: https://www.instagram.com/OnPointCU
Tags: Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation
Specialties: CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Securities licenses Series 7, Securities licenses Series 65, Life and Health Insurance license in Oregon, Life and Health Insurance license in Washington
Products: Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), 401(k), 403(b), Traditional IRA or Roth IRA., Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.
Services: Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning
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