Nik Powell, RICP®, Financial Advisor | RJFS, Inc. | OnPoint
Financial Consulting Portland
Schedule a Complimentary Consultation
- Place
-
Portland, ORRoute
- Landline
- (503) 525-8798
- Fax
- (503) 273-1796
- @OnPointCU
- 110312794605421
- Website
- www.onpointcu.com
Description
I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies. I also have an extensive background in fixed income and insurance planning. I’ve been working in the investment Services industry since 2004. I currently hold the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 6. 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License. I love the endless outdoor activities that Oregon has to offer. My wife and I enjoy spending our free time cycling, camping, fishing and running. The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
Keywords Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation.
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Financial Consulting(503)525-8798 (503)-525-8798 +15035258798 (503)525-8761 (503)-525-8761 +15035258761 (800)527-3932 (800)-527-3932 +18005273932