I am an experienced financial professional who isn't worried about your net worth or my next commission check. I'm worried about you, your success, and the steps we can take together in order to achieve that goal. I call it focusing on the "why". Whether that's your retirement fund, financing your ...
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I am an experienced financial professional who isn't worried about your net worth or my next commission check. I'm worried about you, your success, and the steps we can take together in order to achieve that goal. I call it focusing on the "why". Whether that's your retirement fund, financing your kid's college education, your new house in the countryside, it does not matter. I have a strong background of success in differentiating values of wealth management, however I am most concerned with clients and exactly what they wish to create in their lives with their hard earned money. I want to help you achieve your lifelong goals because it's what you want and I'll be happy to help you along the way in getting there.
Financial Professional
LifeLong Wealth Management
5 Centerpointe Dr., Suite 400
Lake Oswego, OR 97035
E: jason@llwmg.com
T: 503-747-6534
Investment Advisor Representative: Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
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