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112 results for Financial Planning in Portland, OR
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Briana Mathias, Commercial Real Estate Broker
Providing services: Accounting, Bookkeeping, Budgeting, Financial Analysis, Financial Planning, Commercial Real Estate
Portland, OR
Summary: Experienced Accounting Professional with a demonstrated history of working in the accounting and finance industry.
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Nate Baim
Providing services: Financial Planning, Financial Advisory, Retirement Planning, Wealth Management
Portland, OR
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.
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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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Ryan B.
Providing services: Healthcare Consulting, Search Engine Optimization (SEO), Search Engine Marketing (SEM), Management Consulting, Financial Analysis, Financial Planning, Brand Marketing, Project Management, Business Consulting
Portland, OR
Summary: I have devoted my career to developing and managing small independent healthcare practices, transforming them into medium to large-sized group practices. Specializing in medical, dental, and mental health administration, as well as revenue management, I have the expertise needed to facilitate the efficient growth of your private practice. In addition to overseeing the growth of my own startup business, AdvanceAPractice Management, I also work as the Business Manager for a multi-specialty, multi-location outpatient psychiatric clinic. In 2022, I successfully implemented an online marketing program which led to a 20% increase in new patients. Additionally, I conducted contract negotiations with all our insurance payers, resulting in a 7% increase in revenue for our most utilized CPT codes. Under my leadership, ValueCore, comprising dozens of psych nurses, therapists, and staff, has experienced rapid growth. Since becoming ValueCore in 2022, we have continuously expanded our operations to serve more people. As a result, we have consistently added several employees and practitioners over the years as we continue to grow.
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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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Daniel Fernee
Providing services: Program Management, Project Management, Research Skills, Strategic Planning, Human Resources (HR), User Experience Design (UED), Filing, File Management, Data Entry, Financial Planning
Portland, OR
Summary: With my experience in Project Management and degree in Biomedical Engineering I am excited to continue to work and grow in the field of biomedical science and research in order to help better the world around me.
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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
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.
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Jessica Jones
Providing services: Diversity & Inclusion, Team Building, Visual Design, Event Coordination, Event Planning, Event Production, Live Events, Budgeting, Financial Planning, Financial Reporting
Portland, OR
Summary: As a professional scouter with a deep love for community involvement, I thrive on connecting with people, fostering creativity, and making a positive impact. My career is dedicated to empowering others and building stronger communities through collaboration, innovation, and a passion for service. One of my favorite things is connecting with others over a cup of coffee. I welcome any opportunity to have a coffee talk, whether it’s to brainstorm new ideas, discuss community projects, or simply get to know each other better. Let’s connect and explore how we can work together to make a difference!
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Stein Menkerud
Providing services: Management Consulting, Project Management, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Business Analytics, Database Development, Cloud Application Development
Portland, OR
Summary: I am a Solution Architect and Partner at Peak Analytics, a consulting firm that specializes in financial planning and analysis (FP&A) solutions. I have more than 15 years of experience in designing and developing corporate planning systems and processes, leveraging the Board cloud platform and my accounting and FP&A background. My mission is to enable organizations to improve their business performance by aligning their planning functions with their strategic objectives. I collaborate with clients to understand their unique needs and challenges, and translate their business requirements into actionable solutions. I deliver comprehensive and customized solutions that optimize corporate planning capabilities, empower data-driven decision making, and drive tangible results. As a trusted advisor, I am committed to providing high-quality service and building long-lasting partnerships.
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Curtis Kawasaki, CPA, CFP®
Providing services: Financial Planning, Financial Advisory, Budgeting, Retirement Planning
Portland, OR
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.