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151 results for Financial Advisory in Portland, OR

• Dave Kalez

  Providing services: Financial Advisory

  Portland, OR

  Message

  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.

• Keith Sconiers

  Providing services: Public Speaking, Financial Advisory, Financial Consulting, Business Consulting, Loans, Retirement Planning, Commercial Insurance

  Portland, OR

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  Summary: For the first 10 years of my professional career, I searched everywhere for a role that would fit my talents and passions, and I FAILED. I tried pursuing jobs that I thought aligned with my skills and goals and was fired, laid-off, or furloughed within 6-12 months. Broke, depressed, and frustrated, was the story of my existence. Nothing was working for me. Behind a nice smile was a young former athlete living a life of quiet desperation. Then I chose to embrace my PURPOSE. In 2017, I embraced the values I wanted to live by and wrote a resignation letter that would ultimately lead to me starting my journey as an entrepreneur serving other entrepreneurs. I launched PaySuite and, for the next 4 years, helped entrepreneurs, associations, and software companies across North America eliminate the pain and challenges they experienced when managing payment processing systems. In 2020, I launched Catalyst Training + Development to fulfill a dream of helping former athletes transition into entrepreneurship after their sports career ends. I do this by providing athletes with a game plan for designing their life outcomes and building businesses that are aligned with their values. Today, I continue to live and work with a mission to have a positive impact on athletes and entrepreneurs around the globe. My purpose is to help you accelerate the realization of your goals through storytelling, coaching, and consulting. If you'd like to set up an appointment, contact me at keithsconiers.com.

• Nate Baim

  Providing services: Financial Planning, Financial Advisory, Retirement Planning, Wealth Management

  Portland, OR

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  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.

• Viviana Bigolin, CFP®

  Providing services: Financial Advisory, Financial Reporting, Insurance, Wealth Management, Retirement Planning, Financial Planning, Marketing Strategy, Program Management, Customer Service, Marketing Consulting

  Portland, Oregon Metropolitan Area

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• Cory Torres

  Providing services: Administrative Assistance, Customer Service, Customer Support, Accounting, Human Resources (HR), Training, Financial Advisory, Computer Networking, Information Management

  Portland, Oregon Metropolitan Area

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• Kasem Rodriguez Mohsen

  Providing services: Strategic Planning, Management Consulting, Executive Coaching, Business Consulting, Financial Advisory, Editing, Writing, Change Management, Diversity & Inclusion, Leadership Development

  Portland, OR

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  Summary: I have over 20 years of experience as a social entrepreneur, executive operator, impact investor, data scientist and organizational psychologist, with a track record of leading three companies through rapid growth, fundraising, and acquisition. I am passionate about providing holistic wellness support to entrepreneurs and enabling social-good and non-profit organizations to maximize their impact through optimized alignment and sound fiscal management. A mission-driven servant leader, venture capitalist, and strategic advisor, I have experiential expertise in scaling SaaS, digital transformation, healthcare, AgTech, and learning tech organizations. Obsessively focused on impact, my teams have contributed to reducing medical error globally, decreasing the water and carbon footprint in agriculture, democratizing startup funding to close the racial and gender wealth gap, improving the training provided to our military, and advancing the fight against infectious disease worldwide. I am a mentor, coach, equity advocate, speaker, educator, writer, executive advisor, and board member. I seek to support diverse organizations with audacious goals and a vision for positive change.

• Sierra Lees

  Providing services: Financial Planning, Administrative Assistance, Data Reporting, Project Management, Program Management, Strategic Planning, Financial Advisory, Financial Reporting, Financial Analysis, Brand Consulting

  Portland, OR

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• Frank McDonnell, CFA

  Providing services: Management Consulting, Financial Consulting, Business Consulting, Executive Coaching, Leadership Development, Financial Advisory, Financial Planning, Financial Reporting, Project Management

  Portland, OR

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  Summary: With over 20 years of experience in finance, accounting, and operations, I have successfully implemented, directed, and overseen all aspects of finance, accounting, and operations for companies of various sizes. I help my clients align their business objectives, optimize their performance, and foster continuous growth across a spectrum of critical areas, including accounting, finance, e-commerce, distribution, manufacturing, operations and supply chain logistics.

• William Kaufmann, AFSB

  Providing services: Financial Advisory, Insurance

  Portland, Oregon Metropolitan Area

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  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.

• Curtis Kawasaki, CPA, CFP®

  Providing services: Financial Planning, Financial Advisory, Budgeting, Retirement Planning

  Portland, OR

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  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.