Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint
Financial Consulting Portland
Schedule a Complimentary Consultation
- Place
-
Portland, ORRoute
- Landline
- (503) 525-8798
- Fax
- (503) 273-1796
- @OnPointCU
- 110315391271448
- Website
- www.onpointcu.com
Description
As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning. My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire. OnPoint’s not-for-profit status allows us to truly put the client first in all we do. Through Raymond James Investment Services, Inc., I am able to to leverage best in class investment strategy, research and technology. I currently hold the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting and hold securities licenses Series 7, 63, 65 and 66 as well as an Oregon Resident Life and Health Insurance License. I live in Portland and spend my free time enjoying the Pacific Northwest with my wife and young son.
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)778-2870 (503)-778-2870 +15037782870 (800)527-3932 (800)-527-3932 +18005273932