Amerisal Financial
Amerisal Financial, located in Portland, OR, is a financial planning firm led by Lucia, a seasoned financial advisor with over 25 years of experience. Specializing in life transition planning, retirement planning, and financial coaching, Amerisal Financial empowers clients to take control of their finances and develop strategic plans to achieve their goals.
With a focus on assisting individuals and small business clients, Amerisal Financial offers services such as personal financial consulting, long-term care and life insurance planning, and guidance during major financial life events like divorce. Lucia's extensive background as an accountant, insurance agent, and former IRS agent ensures clients receive tailored financial solutions to navigate various financial challenges and transitions.
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