Financial Advisor

Passion is the difference between having a job or having a career - Anonymous

Financial Advisor


  • Developing a financial plan for clients
  • Answering client questions about financial plans and strategies and giving financial advice
  • Help advise clients to meet their financial goals and objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
  • Managing and updating client portfolios
  • Contacting clients regularly to discover changes in their financial status
  • Building and maintaining your client base


  • Bachelor degree in business, finance or related field
  • 1-2 years of experience in finance
  • Knowledge of mutual funds, securities, and insurance industries
  • Proficient in Word, Excel, Outlook, and PowerPoint
  • Comfortable using a computer for various tasks
  • Experience providing quality financial advice

Please call or email our marketing and administrative assistant Francesca Burch at 503-747-6534 or [email protected].

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534


Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598