Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Oregon > Portland > Pradeep Tempalli, CFP®

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

Saved Planners (0)

Pradeep Tempalli, CFP®

Umpqua Private Bank

1 SW Columbia
Suite 1105
Portland, OR 97258
Phone: (503) 727-4172
Fax: (503) 727-4169

Saved in Saved Planners

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

Specialties

Comprehensive Financial Planning

How Planner Charges

Salary

Considerations: At Umpqua Private Bank, we work with clients whose net worth is atleast 3 million (excluding primary residence) or 1 million in investable assets.

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