Credentials and Qualifications

WFA’s Advisors consist mainly of Certified Financial Planners™ (CFP® professionals) and Advisors in pursuit of this certification.  We are not strangers to advanced educational degrees and certifications, such as CFP®, MBA, PHD, CPA, CLU®, and CDFA™ – these are all represented on our Advisory Team!  These additional degrees, certifications, and designations ensure that our clients’ needs are being met and their expectations are best fulfilled.

More details on Certifications and Designations 

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.

 

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