Brett Palmquist, Cfp®, Cima®, Awma®, Crpc® Email & Phone Number

Hillsboro, Or

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Portland, Oregon Area

Improving the lives of our clients through disciplined common sense planning that delivers results.

Portland, Oregon Area

I helped a select group of families and business owners manage their wealth, save for retirement and preserve their assets.

Portland, Oregon Area

As a Private Banker, I helped affluent clients of the bank. Being both a Banker and a registered Financial Advisor allowed me to provide lending, deposit, investment, and insurance sevices to meet my clients' individual goals.

Lake Oswego, Or

I successfully managed a bank branch for three years achieving numerous sales and service awards.

Portland, Oregon Area

I assisted clients in opening new accounts and lending.

Performed advertising sales for Mix 107.5FM by developing and executing a sales plan to increase advertising revenue for the radio station was my role as an Account Executive.

Portland, Oregon Area

I provided one-on-one financial planning and investment sales for employees of non-profits, government agencies and small business owners. My main clients were Tri-Met, Portland Public Schools and the Archdiocese of Portland.