Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $100,000
Specialties
- Comprehensive Financial Planning
- Estate Planning
- Investment Management
- Retirement
- Women's Finances
About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
Broker-Dealer Disclaimer
Since we are not affiliated with a broker-dealer, we do not sell any products. Fee-only means no "loads", commissions, surrender charges, or 12b1 fees.
How Planner Charges
Considerations: No commissions. 19 years experience. Affordable, personal service on your investments.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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14780 SW Osprey Dr Ste 320
Murrayhill Professional Suites
Beaverton
OR
97007
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Select
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14780 SW Osprey Dr Ste 320
Murrayhill Professional Suites
Beaverton
OR
97007
|
|
Select
|
|
14780 SW Osprey Dr Ste 320
Murrayhill Professional Suites
Beaverton
OR
97007
|
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