Company Email Format Management

Resource Financial Planning, Inc.

Investment Management Portland, Oregon, United States 16 employees

Employees: 16
Contacts: 2
Emails: 2

resourcefinancial.com LinkedIn

Resource Financial Planning, Inc. Overview

Headquarters: Portland, Oregon, United States
Phone Number: Available in AeroLeads
Website: resourcefinancial.com
Industry: Investment Management
Employees: 16
Founded: 1982
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Financial Planning Investment Management Financial Services

About Resource Financial Planning, Inc.

10300 SW Greenburg Rd Suite 200 Portland, Oregon 503-245-3110 Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Resource Financial Planning, Inc. is not a registered broker/dealer or investment advisor and is separate and independent from Osaic Wealth, Inc. For full disclosures, please visit our website at www.resourcefinancial.com.

Resource Financial Planning, Inc. Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Resource Financial Planning, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Laura Holcombe, Cfp®	Keynote Speaker, 20+ Years Helping Successful Professionals: Get Ahead Financially, Make Work Optional and Stop Spending Money on Stupid Stuff.	Portland, Oregon, United States	View
Michelle Skinner, Mba	Business Operations Professional	Hillsboro, Oregon, United States	Email
Jessica Butler	Data Obsessed - Hubspot Certified CRM Administrator - Project Executer - User Training - Process Improvement - Environmental Science Student	Portland, Oregon Metropolitan Area, United States	View
Lisa Mcconnell	Financial Assistant at Resource Financial Planning, Inc.	Portland, Oregon, United States	Email