Serene Point Advisors
Financial Services
Lake Oswego, Oregon, United States
4 employees
- Employees
- 4
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Serene Point Advisors Overview
- Headquarters
- Lake Oswego, Oregon, United States
- Website
- planserene.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Serene Point Advisors
Serene Point Advisors is an independent Registered Investment Advisor based in Portland Oregon. We provide investment management and financial planning services for individuals, families and small businesses.
Serene Point Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Serene Point Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jared Rasmussen | Financial Advisor | Portland, Oregon, United States |
Email
|
| Nancy Wakefield, Cdfa® | Helping Create Financial Success | Lake Oswego, Oregon, United States |
View
|
| Claire Russo | University of Oregon |
View
|
|
| Kelly Mcdermott, Cfa, Cdfa | Investment Manager, Divorce Financial | Portland, Oregon, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
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