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FPA PlannerSearch Participants:

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

Confluence Wealth Management

1211 SW 5th Ave
Ste 1160
Portland, OR 97204
Phone: (503) 802-8685
Fax: (503) 227-5822

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties

How Planner Charges

N/A

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