[title]

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 > Ronald E. Wilkinson, CFP®

Ronald E. Wilkinson, CFP®

Planner List SAVED PLANNERS (0)

Security First Advisors

12703 SW 67th Ave

Portland, OR 97223

Phone: (503) 274-4224

Fax: (503) 221-4483

Toll-free: (800) 898-4224

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Asset Allocation
Business Taxes
Career Change
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Real Estate
Insurance
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Succession Planning
Sudden Wealth
Men's Finances
Women's Finances

How Planner Charges

Combination Fee/Commission

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

Terms of Use | Glossary | Provide Feedback