Metlife Financial Services

Worldview Wealth Advisors is a financial planning firm located in Lake Oswego, OR, dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and comprehensive wealth management, their team of experienced advisors provides tailored solutions to meet the unique needs of each client. Whether it's retirement planning, investment management, or estate planning, Worldview Wealth Advisors is committed to guiding you towards a secure financial future. Generated from this place's information

Teresa Hart, CRPS is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Lake Oswego, OR. With over 25 years of experience, Teresa has built strong client relationships by providing consistent, compassionate, and sound financial advice. She holds the Chartered Retirement Plan Specialist designation and has completed various educational programs in finance. Teresa's global perspective, gained from her extensive travels around the world, allows her to understand and address the unique dreams and aspirations of her clients. Recognized for her expertise, Teresa has been named among Barron's Top 1,200 Financial Advisors and Forbes America's Top Women Wealth Advisors. She is also a part of Forbes' Best-in-State Wealth Management Teams and Best-in-State Women Wealth Advisors. With a commitment to understanding her clients' priorities and concerns, Teresa works collaboratively with them to create a comprehensive financial plan that helps them confidently pursue their life goals.Generated from the website