Andy Eckley, Cfp® Email & Phone Number

Andy Eckley, CFP®Phone: (503) 828-3350 Ext. 272andy.eckley@krusewoodsfp.comMy goal as a financial advisor is to help clients manage current financial obligations while simultaneously helping them determine and prepare for their future goals. Whether the objective is to put kids through college without acquiring student loan debt or to develop an investment plan in order to live confidently in retirement, it is my job to understand my clients’ financial ambitions and then to work side-by-side with them to realize their goals.Goals are met through intentional planning, wise management and a collaborative effort between myself and the client. I prioritize regular and consistent communication in order to stay informed on client goals, life changes and other factors that would alter the path we take. Additionally, I seek to establish absolute trust between myself and clients. This trust allows for the best collaboration over the course of a long-term partnership. With so many diverse needs, priorities, lifestyles and backgrounds represented amongst my clients, I approach every person/family as an individual case. As a founding partner at Kruse Woods Financial Partners, I feel tremendous satisfaction knowing that recommendations are made in a client’s best interest and are not based on product affiliations or proprietary obligations. Kruse Woods Financial Partners is independent of Raymond James Financial Services, Inc.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Kruse Woods Financial Partners is not a registered broker/dealer. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. Certified Financial Planner Board of Standards Inc. owns certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

Listed skills include Investments, Asset Allocation, Mutual Funds, Retirement, and 15 others.

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  Willamette University

  Business Economics