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Home > Financial Planner Directory > Oregon > Portland > Marilyn R. Bergen, CFP®

Marilyn R. Bergen, CFP®

Planner List SAVED PLANNERS (0)

Confluence Wealth Management

1211 SW 5th Ave

Ste 1160

Portland, OR 97204

Phone: (503) 802-8685

Fax: (503) 227-5822

Saved in Saved Planners

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

Specialties

Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Investment Management
Estate Planning
Retirement

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.

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