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 

Investment Advisory Services, Financial Planning, and Wealth Management Services offered though Willamette Financial Advisors, LLC, an Registered Investment Advisor in the states of California, Idaho, Oregon, Tennessee, and Washington.
Securities also are offered through Centaurus Financial, Inc., member of FINRA and SIPC.
Willamette Financial Advisors, LLC and Centaurus Financial, Inc. are not affiliated. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.• 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97034 • (503) 747-0306.

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved