Amanda P.
2/6/2015
My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer and it was such a valuable process. We got married a few years ago and had a lot of...
Jennifer de Thomas, CFP
(3)
Photos
813 SW Alder St Ste 830
Portland, OR 97205
History
I specialize in working with individuals who want a financial advisor who reflects the same passion and craft they bring to their own lives. I translate my client's dreams into actionable financial strategies that seek to build and preserve wealth. I personally and regularly meet with my clients, focusing on the areas of investments, estate planning, risk management and tax planning.
Specialties
Fee only financial planning with a focus on sustainable investing. I help you organize your financial life, define your short and long term goals, and build a roadmap that will guide you to success.
Also at this address
Reviews
5.03 reviews
Oliver B.
6/29/2016
My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been super conscientious about answering questions I've emailed her between appointments, and she's...
Josh M.
8/29/2012
Jennifer is everything you could want in a financial advisor. She's knowledgable, passionate, and takes the time to answer all of your questions, no matter how trivial. We sat down together to...
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