Alexander Investors

Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important for your financial life, I can make recommendations to help you reach your goals. I’ve been helping families with their investment and planning needs since 2005. Since that time I have achieved several certifications and designations including the CERTIFIED FINANCIAL PLANNERTM (CFP®), the Chartered Life Underwriter® (CLU®) and additionally I earned the Chartered Financial Consultant® (ChFC®) designation. I hold securities licenses Series 7, 65, and a Life and Health Insurance license in the states of Oregon and Washington. I live in Portland with my wife and two children. In my free time, I enjoy swimming, art, golf and coaching youth sports. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Life Underwriter® and ChFC® are 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.

SpecialtiesSagemark Consulting Private Wealth Services is a preeminent group of financial planners within Lincoln Financial Advisors Corporation who have unparalleled experience in wealth management, business continuity and sophisticated wealth transfer strategies. Lincoln Financial Advisors, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future

TPD Investments LLC is a financial services firm based in Beaverton, OR, specializing in investment management and wealth planning for individuals and businesses. With a focus on long-term financial growth and stability, the company offers tailored solutions to help clients achieve their financial goals. Committed to transparency and client satisfaction, TPD Investments LLC provides personalized financial advice and strategic insights to navigate the complexities of the financial markets. The firm's experienced team works closely with clients to develop customized investment strategies and foster lasting financial success. Generated from their business information