Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Willamette Financial Group

5335 SW Meadows Road
Sutie 240
Lake Oswego, OR 97035
Phone: (503) 747-0306

Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.