Hire Top Financial Advisors in Portland, OR ❘ LinkedIn

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href="/services/l2/financial-advisors" target="_blank" rel="noopener noreferrer" aria-label="Financial Advisory" data-tracking-control-name="services_seo_search_parent_service_link">Financial Advisory</a> in Portland, OR</h2> <ul data-provider-cards class>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:127214757" data-search-id="01739783117619" data-tracking-id="hIFqxTAwTamlj6y9mrmStA==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="1" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/dave-kalez-79972b36?trk=services_seo_search" aria-label="Dave Kalez" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 artdeco-entity-image--ghost provider-card__profile-photo" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/dave-kalez-79972b36?trk=services_seo_search" aria-label="Dave Kalez" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Dave Kalez</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Advisory </p> <h4 class="t-black--light t-12">Portland, OR</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2Fb6886a3078b81b3240%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2Fb6886a3078b81b3240%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: I am a trusted strategic advisor to emerging growth technology and non-technology companies, executives, entrepreneurs and investors. I am seeking a public or private board position with a dynamic growth-oriented company who seeks to develop and implement organic and inorganic growth initiatives, and would like to add an individual with extensive experience in mergers and acquisitions and strategic planning. </p> </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:955718215" data-search-id="01739783117619" data-tracking-id="BMAcEwTIQ3KIqVgo2+lhog==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="2" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/eric-price-807099228?trk=services_seo_search" aria-label="Eric Price" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 provider-card__profile-photo" data-delayed-url="https://media.licdn.com/dms/image/v2/D5603AQFT8K7YrfZRag/profile-displayphoto-shrink_200_200/profile-displayphoto-shrink_200_200/0/1724692078718?e=2147483647&v=beta&t=JnzBQNouPJBVEDNPik3-vvI-aoaGOU04eGtOaEbjCBc" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/eric-price-807099228?trk=services_seo_search" aria-label="Eric Price" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Eric Price</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Reporting, Financial Analysis, Budgeting, Financial Accounting, Financial Consulting, Financial Advisory, Business Consulting, Project Management, Strategic Planning </p> <h4 class="t-black--light t-12">Portland, OR</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F680aab312112918744%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F680aab312112918744%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: Accomplished financial executive with a 30-year track record of driving strategic growth and operational excellence across diverse industries. Proven ability to optimize financial performance through robust financial planning, analysis, and reporting. Skilled in leading high-performing finance teams to deliver exceptional results. Deep expertise in financial strategy, operations, risk management, and M&A. Demonstrated success in nonprofit accounting, grant management, and corporate governance. Collaborative leadership style and excellent communicator. Proven ability to leverage deep industry knowledge and leadership acumen to create significant shareholder value. Key Strengths: Financial Strategy and Analysis: Business unit evaluation, financial planning, budgeting, forecasting, modeling, cost reduction and risk management Leadership and Team Management: Organizational leadership, team development, executive collaboration and change management Operational Excellence: Process improvement, systems implementation, audit and compliance, and contract management </p> </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:41645946" data-search-id="01739783117619" data-tracking-id="8+L4aq2PSky5isNoEH6d0w==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="3" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/natebaim?trk=services_seo_search" aria-label="Nate Baim" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 provider-card__profile-photo" data-delayed-url="https://media.licdn.com/dms/image/v2/D5603AQHI51Ln-x3b_g/profile-displayphoto-shrink_200_200/profile-displayphoto-shrink_200_200/0/1694456785607?e=2147483647&v=beta&t=sb4nFrMJhykgRkswFIuDUOb7m_OBvYgz0nvZeJV87Wg" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/natebaim?trk=services_seo_search" aria-label="Nate Baim" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Nate Baim</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Planning, Financial Advisory, Retirement Planning, Wealth Management </p> <h4 class="t-black--light t-12">Portland, OR</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F400b8530a316315096%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F400b8530a316315096%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: I founded Pursuit Planning and Investments, LLC, a financial planning and investment management firm devoted to helping working professionals and their families grow their wealth and live their best lives. I work to: - Align your values with your goals - Help you develop a deep understanding of your cash flow - Teach foundational knowledge so you feel informed when making decisions with your money - Guide you through alternative strategies so you may decide on your best course of action - Inform you how to manage risks that may jeopardize your pursuit My practice operates as a fee-only fiduciary firm. This model requires me to place your interest before my own, and it makes financial planning accessible to those who may not have a lot of wealth. My specialties include: - Goal Formation & Accountability - Cash Flow and Budgeting - Debt Planning - Major Purchase Navigation - Employee Benefit Maximization - RSU, ESPP, and Stock Option Advisement - Investment Planning and Management - Retirement Planning - Tax Planning I focus on living a life devoted to growth through integrity, sustainability, wisdom, and adventure. View disclaimer at planyourpursuit.com/disclaimer. </p> </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:43115154" data-search-id="01739783117619" data-tracking-id="VwXdAJo8RqmiG1dbNQOdkw==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="4" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/lisabrumm?trk=services_seo_search" aria-label="Lisa Brumm, Registered Financial Consultant" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 artdeco-entity-image--ghost provider-card__profile-photo" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/lisabrumm?trk=services_seo_search" aria-label="Lisa Brumm, Registered Financial Consultant" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Lisa Brumm, Registered Financial Consultant</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Consulting, Marketing Consulting, Business Consulting, Tax Advisory, Budgeting, Financial Advisory, Financial Planning, Insurance, Retirement Planning, Life Insurance </p> <h4 class="t-black--light t-12">Portland, OR</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F99551230a6aaa71360%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F99551230a6aaa71360%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: My FINANCIAL Girlfriend ~ MFG is dedicated to changing the financial industry, bridging the gap between shame & hope for possibilities and providing approachable strategies with simplicity. ~ Relationships ~ Education ~ Strategy </p> </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:23474480" data-search-id="01739783117619" data-tracking-id="Hd1kAHilSL+fcA6LqIJo3g==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="5" data-provider-card="true" class="provider-card-redesign provider-card--no-border"> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/thekasem?trk=services_seo_search" aria-label="Kasem Rodriguez Mohsen" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 provider-card__profile-photo" data-delayed-url="https://media.licdn.com/dms/image/v2/D5603AQH4UUd66NU2-w/profile-displayphoto-shrink_200_200/B56ZQq9ZkhHIAY-/0/1735887526622?e=2147483647&v=beta&t=v_4t8g6oF1iIe1Wn4Xe_3GSbShDLoPScq_yhxic3Vf0" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/thekasem?trk=services_seo_search" aria-label="Kasem Rodriguez Mohsen" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Kasem Rodriguez Mohsen</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Strategic Planning, Management Consulting, Executive Coaching, Business Consulting, Financial Advisory, Editing, Writing, Change Management, Leadership Development, Public Speaking </p> <h4 class="t-black--light t-12">Portland, OR</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F59437530aab6a72147%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F59437530aab6a72147%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: 3x-exited social entrepreneur, impact fund manager, educator, advisor, executive coach and financial strategist. My mission is to positively disrupt philanthropy, venture capital, academia and public funding to unlock more sustainable opportunities for the impact entrepreneurs solving our world's most pressing problems. At LION Strategies, I leverage my passion, network and 20+ years of lived professional experience in social entrepreneurship to help foundations, private investors, endowed institutions and government programs build funding strategies that better serve our fiercest problem solvers and risk takers: entrepreneurs. I work at all levels of the ecosystem to support support organizations, government funders, academic institutions and founders themselves through flexible consulting and fractional or advisory leadership. Since 2003, I've been a global social innovator, executive operator, impact investor, data scientist and organizational psychologist, with a track record of leading three mission-driven ventures through rapid growth, fundraising, and acquisition. As Founding Partner of Equilibrium Impact Ventures, I've experimented with non-traditional funding models, raised and deployed venture capital on behalf of philanthropic foundations, and have seen first-hand the outsized impact when patient capital is applied as a catalyst for the innovation economy. </p> </div> </div> </div> </li> <li class="services-serp-layout__insights-card"> <div class="insights-card"> <icon class="insights-card__icon" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/1iwnqbpcmxhny1818u5cjmign"> </icon> <div class="insights-card__text-content"> <h3 class="insights-card__title">Sign in to view more insights</h3> <p class="insights-card__body"> Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly <a class="insights-card__link" href="https://www.linkedin.com/signup/cold-join?session_redirect=%2Fservices%2Fcl2%2Ffinancial-advisors-portland-oregon&trk=services_seo_search_insights_sign_in" data-tracking-control-name="services_seo_search_insights_sign_in" data-tracking-will-navigate> Sign in </a> </p> </div> </div> </li> <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:482740625" data-search-id="01739783117619" data-tracking-id="bW7sEGWfSbiBGU+0gNj8Tw==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="6" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/scott-hardy-955803115?trk=services_seo_search" aria-label="Scott Hardy" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 provider-card__profile-photo" data-delayed-url="https://media.licdn.com/dms/image/v2/C5103AQF-oR_IkENDaw/profile-displayphoto-shrink_200_200/profile-displayphoto-shrink_200_200/0/1517437090952?e=2147483647&v=beta&t=8RyZVZ7e16qm6vPkvNv53EsaR0ZkwdfCdSWQnq4CbiE" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/scott-hardy-955803115?trk=services_seo_search" aria-label="Scott Hardy" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Scott Hardy</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Advisory, Financial Analysis, Financial Planning, Retirement Planning, Loans </p> <h4 class="t-black--light t-12">Portland, Oregon Metropolitan Area</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F76813932071844b18a%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F76813932071844b18a%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: As a SEC Registered Investment Advisor, our firm's mission, along with my personal quest, is to provide comprehensive and personalized wealth management and investment planning, and to always go the extra mile for my clients while putting their interests first. I always look at the big picture and balance risk and reward to make sure you are on track for your long term goals, whether it is retirement planning or philanthropic needs, or just making sure you don't run out of money in retirement. Is your portfolio on the right track and as efficient as it could be? Let's find out..... </p> </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:500176793" data-search-id="01739783117619" data-tracking-id="/3upj/0IQCOx6D/LthE3pg==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="7" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/dr-derek-lawr-1b561211b?trk=services_seo_search" aria-label="Dr. Derek Lawr" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 artdeco-entity-image--ghost provider-card__profile-photo" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/dr-derek-lawr-1b561211b?trk=services_seo_search" aria-label="Dr. Derek Lawr" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Dr. Derek Lawr</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Advisory, Insurance, Retirement Planning, Health Insurance, Life Insurance, Small Business Insurance </p> <h4 class="t-black--light t-12">Portland, Oregon Metropolitan Area</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F4558aa3269944182bb%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F4558aa3269944182bb%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: I pride myself in getting to know each client so that I can understand your individual needs and what matters most to you. I can provide comprehensive financial strategies and/or focus on one specific area of concern. This helps me recommend products and strategies designed to meet your current, and more importantly, future needs. From my past experiences in healthcare and owning private practices, I understand the sensitive nature of sharing intimate personal information to a professional and the trust required. Helping people is something I’ve always had as a core value and now I can focus on assisting people with their financial health. All conversations, details, and solutions are kept confidential just as your medical records would be. I provide an analysis of your current financial situation and help you: • Identify your financial goals and concerns • Illustrate what is being done to reach your goals and deal with concerns • Identify gaps, if present • And offer solutions to help solve them MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. I am licensed to sell insurance in: OR & WA I am affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). </p> </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:318609527" data-search-id="01739783117619" data-tracking-id="wJRSrKVyRtudY8jsJ4qedQ==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="8" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/william-kaufmann-afsb-61b8508a?trk=services_seo_search" aria-label="William Kaufmann, AFSB" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 artdeco-entity-image--ghost provider-card__profile-photo" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/william-kaufmann-afsb-61b8508a?trk=services_seo_search" aria-label="William Kaufmann, AFSB" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>William Kaufmann, AFSB</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Advisory, Insurance </p> <h4 class="t-black--light t-12">Portland, Oregon Metropolitan Area</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2Fa81bb4330725014058%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2Fa81bb4330725014058%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: Experienced Surety professional with a demonstrated history of working in the Insurance Industry. Skilled in Relationship Building, Analytical Problem Solving, Organizational Skills, Team Leadership, Public Speaking, Microsoft Office, Salesforce, Applied EPIC, and ImageRight. Earned my AFSB designation. Strong finance and marketing professional, graduated from Cornell College with a degree in Economics. </p> </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:1976130" data-search-id="01739783117619" data-tracking-id="INg+qL05QgmE1Pw1t1qn3Q==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="9" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/nateliebler?trk=services_seo_search" aria-label="Nate Liebler" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 provider-card__profile-photo" data-delayed-url="https://media.licdn.com/dms/image/v2/C5603AQFd9wxVHWWWDg/profile-displayphoto-shrink_200_200/profile-displayphoto-shrink_200_200/0/1641491135282?e=2147483647&v=beta&t=Li8_7pf0RPxBj5HeY6IPQbhj3ULAbtDPwSTgQ4aeVLM" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/nateliebler?trk=services_seo_search" aria-label="Nate Liebler" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Nate Liebler</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Management Consulting, Financial Consulting, Financial Advisory, Financial Analysis, Strategic Planning, Business Consulting </p> <h4 class="t-black--light t-12">Portland, Oregon Metropolitan Area</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F6287b23169691b2312%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F6287b23169691b2312%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div>  </div> </div> </div> </li>  <li class="services-serp-layout__provider-card-redesign"> <div data-entity-urn="urn:li:member:305661590" data-search-id="01739783117619" data-tracking-id="tdkEW0NvT7ykN0FB3+2FiA==" data-member-network-distance="$UNKNOWN" data-column="1" data-row="10" data-provider-card="true" class="provider-card-redesign "> <div class="provider-card__image-container-redesign"> <a href="https://www.linkedin.com/in/curtis-kawasaki-cpa-cfp%C2%AE-5b244786?trk=services_seo_search" aria-label="Curtis Kawasaki, CPA, CFP®" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_image"> <img class="artdeco-entity-image artdeco-entity-image--circle-3 artdeco-entity-image--ghost provider-card__profile-photo" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" data-ghost-classes="artdeco-entity-image--ghost" data-ghost-url="https://static.licdn.com/aero-v1/sc/h/244xhbkr7g40x6bsu4gi6q4ry" alt="Profile Picture"> </a> </div> <div class="provider-card__content"> <div class="provider-card__details"> <div class="provider-card__provider-details-redesign"> <h3 class="t-16"> <a class="provider-card__member-name" href="https://www.linkedin.com/in/curtis-kawasaki-cpa-cfp%C2%AE-5b244786?trk=services_seo_search" aria-label="Curtis Kawasaki, CPA, CFP®" target="_blank" data-cta-type="VIEW_ENTITY" data-tracking-will-navigate data-tracking-control-name="services_seo_search_profile_name"> <span>Curtis Kawasaki, CPA, CFP®</span> </a>  </h3> <p class="provider-card__services-redesign"> Providing services: Financial Planning, Financial Advisory, Budgeting, Retirement Planning </p> <h4 class="t-black--light t-12">Portland, OR</h4> </div> <div class="provider-card__actions"> <a class="provider-card__cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F368a08319796204a86%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <span>Request proposal</span> </a> <a class="provider-card__icon-cta" href="https://www.linkedin.com/signup/cold-join?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fservices%2Fpage%2F368a08319796204a86%2Frequest-proposal&trk=services_seo_search_rfs" aria-label="Request proposal" target="_blank" data-cta-type="MESSAGE" data-tracking-will-navigate data-tracking-control-name="services_seo_search_rfs"> <icon data-delayed-url="https://static.licdn.com/aero-v1/sc/h/clbeaka6q1bwfiydvu23dvapy"></icon> </a> </div> </div> <div class="provider-card__insights">  <div class="provider-rating">  </div> <p class="provider-card__summary-redesign"> Summary: I am a financial professional with a career spanning over three decades. My foundation was built first as a Certified Public Accountant (CPA) at Arthur Andersen and my broad range of technical skills were honed in a variety private industries as a Financial Controller. In 2014 I decided to add the Certified Financial Planner (CFP) designation to broaden my range of skills in finance and set up my own Financial Planning and Investment Advisory Firm, Kawasaki Financial. Throughout my career, I have held key executive roles in various financial organizations, bringing a wealth of hands-on experience. I have experience working with both large corporations and small businesses, where I have made significant contributions to their financial success. I have a passion for finance that is matched by a dedication to helping individuals and businesses achieve their financial goals. My strengths include a keen strategic insight, meticulous attention to detail, and a commitment to delivering the highest standards of financial advice. Let me help you or your company achieve the highest possible levels of financial success. </p> </div> </div> </div> </li> </ul> <section class="services-serp-layout__see-more-container "> <div class="loader"> <div class="loader__container mb-2 overflow-hidden"> <icon class="loader__icon inline-block loader__icon--default text-color-progress-loading" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/ddi43qwelxeqjxdd45pe3fvs1" data-svg-class-name="loader__icon-svg--small fill-currentColor h-[30px] min-h-[30px] w-[30px] min-w-[30px]"></icon> </div> </div> <button class="services-serp-layout__see-more " data-tracking-control-name="services_seo_search_see_more" data-tracking-will-navigate type="button"> See more </button> <span tabindex="-1" class="services-serp-layout__no-more-results hidden"> There are no more providers that match your search, try <a href="/services/browse?trk=services_seo_search_no_more_results" data-tracking-control-name="services_seo_search_no_more_results" data-tracking-will-navigate="true" class="services-serp-layout__results-anchor">browsing more service categories</a> </span> </section> </section> </main> <aside class="serp-page__aside"> <section class="services-serp-layout__education"> <h2 class="services-serp-layout__education-title">How it works</h2> <div class="services-serp-layout-promo-video__container"> <div class="services-serp-layout-promo-video__video-container hidden"> <iframe allowfullscreen frameborder="0" scrolling="no" class="services-serp-layout-promo-video__video" loading="lazy" title="Youtube video player" data-delayed-url="https://www.youtube-nocookie.com/embed/BEf9lKOgSCo"></iframe> </div> <button class="services-serp-layout-promo-video__placeholder-button" aria-label="Play video" data-tracking-control-name="services_seo_search_play_service_serp_promo_video"> <div class="services-serp-layout-promo-video__play-icon-wrapper"> <icon class="services-serp-layout-promo-video__play-icon" 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data-impression-id="marketplaces-guest-search-rfp-promo" class="services-serp-layout__rfp-promo"> <div class="rfp-promo"> <img class="rfp-promo__image" data-delayed-url="https://static.licdn.com/aero-v1/sc/h/3o0dpbv1vu1j988obwk4c78eh" alt="Colleagues working together at a desk image"> <p class="rfp-promo__title"> Discover the right provider for your project </p> <p class="rfp-promo__body"> Browse providers in your area and review their experience </p> <a href="https://www.linkedin.com/search/results/services/?origin=SEO&serviceCategory=466&trk=services_seo_search" aria-label="Get started" target="_blank" data-tracking-control-name="services_seo_search_rfp_promo_cta" data-tracking-will-navigate> Get started </a> </div> </section>  <section class="tw-linkster services-serp-layout__linkster" data-impression-id="services_seo_search_linkster" data-js-module-id="linkster"> <div class="max-w-screen-content-max-w w-full flex justify-between my-0 mx-auto mamabear:px-3 babybear:px-2 babybear:flex-col"> <div class="flex-1 w-1/2 pt-2 pr-4 pb-4 pl-0 babybear:pb-2 babybear:w-full babybear:border-b-1 babybear:border-solid babybear:border-color-border-low-emphasis babybear:last:border-b-0 link-column"> <h3 class="text-md font-bold text-color-text leading-open"> Related services near Portland, OR </h3> <ul class="my-1"> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/loans-providers?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Loans </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/financial-reporting-providers?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Financial Reporting </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/insurance-agents?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Insurance </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/financial-analysts?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Financial Analysis </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/financial-accountants?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Financial Accounting </a> </li> </ul>  </div> </div> </section> <section class="tw-linkster services-serp-layout__linkster" data-impression-id="services_seo_search_linkster" data-js-module-id="linkster"> <div class="max-w-screen-content-max-w w-full flex justify-between my-0 mx-auto mamabear:px-3 babybear:px-2 babybear:flex-col"> <div class="flex-1 w-1/2 pt-2 pr-4 pb-4 pl-0 babybear:pb-2 babybear:w-full babybear:border-b-1 babybear:border-solid babybear:border-color-border-low-emphasis babybear:last:border-b-0 link-column"> <h3 class="text-md font-bold text-color-text leading-open"> Nearby cities with Financial Advisors </h3> <ul class="my-1"> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/cl2/financial-advisors-portland-oregon?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Portland, OR </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/cl2/financial-advisors-new-york-new-york?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> New York, NY </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/cl2/financial-advisors-charlotte-north-carolina?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Charlotte, NC </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/cl2/financial-advisors-los-angeles-california?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Los Angeles, CA </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/cl2/financial-advisors-boston-massachusetts?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Boston, MA </a> </li> </ul>  </div> </div> </section> <section class="tw-linkster services-serp-layout__linkster" data-impression-id="services_seo_search_linkster" data-js-module-id="linkster"> <div class="max-w-screen-content-max-w w-full flex justify-between my-0 mx-auto mamabear:px-3 babybear:px-2 babybear:flex-col"> <div class="flex-1 w-1/2 pt-2 pr-4 pb-4 pl-0 babybear:pb-2 babybear:w-full babybear:border-b-1 babybear:border-solid babybear:border-color-border-low-emphasis babybear:last:border-b-0 link-column"> <h3 class="text-md font-bold text-color-text leading-open"> Other popular services </h3> <ul class="my-1"> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/cl2/accountants-portland-oregon?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Accounting </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/virtual-assistants?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Virtual Assistance </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/marketing-strategists?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Marketing Strategy </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/l2/financial-analysts?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Financial Analysis </a> </li> <li class="tw-link-column-item"> <a class="link tw-linkster-link" href="/services/cl2/graphic-designers-portland-oregon?trk=services_seo_search_linkster_link" data-js-module-id="link-column-link" data-tracking-control-name="services_seo_search_linkster_link" data-tracking-will-navigate> Graphic Design </a> </li> </ul>  </div> </div> </section> </aside> </div> <section data-impression-id="marketplaces-guest-serp-article-content" class="services-serp-layout__article"> <article class="article-content"> <div class="article-content__body"> <h2>Explore How a Financial Advisor Can Help You in Portland, OR</h2> <p>While undoubtedly one of the most beautiful and exciting cities to live in the US, Portland is also one of the most expensive. Our top independent financial advisors can help you make the small and big financial decisions that will support your short and long-term goals.<p> <h3>What Does a Financial Advisor Do?</h3> <p>Some key areas a financial advisor can provide guidance and recommendations include…</p> <ul><li><h4>General Financial Planning Needs</h4> <p>From helping craft an everyday budget that supports your needs and goals, to providing guidance on everything from college planning to the ideal “rainy day” total for your emergency fund, general financial planning can be straightforward or quite complex depending on your unique circumstances.</p></li> <li><h4>Retirement Planning</h4> <p>While it is always best to begin planning for retirement as soon as possible, it is never too late to start saving for the future. That said, the choices you’ll make will be heavily influenced by your current age, how much you already have saved, and how soon you plan to retire. Your financial advisor will consider all of these factors to help you make informed decisions.</p></li> <li><h4>Investment Planning</h4> <p>In the words of Benjamin Franklin, “An investment in knowledge pays the best interest.” Tap into the knowledge of our top financial advisors to invest intelligently.</p></li> <li><h4>Trust & Estate Planning</h4> <p>While it can be emotionally difficult to discuss where you want your money to go after you’re gone, our independent financial advisors in Portland help to provide an outsider’s perspective on whether your current financial habits support those goals.</p></li> </ul> <h3>Questions to Ask a Financial Advisor</h3> <ul> <li>What are your certifications?</li> <li>Are you a fiduciary?</li> <li>Do you specialize in certain areas of financial planning?</li> <li>Do you have more experience with clients in one age or income bracket than others?</li> </ul> </div> </article> </section> <footer class="li-footer bg-transparent w-full "> <ul 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