Nancy Wakefield, Cdfa®

Nancy Wakefield, Cdfa® Email and Phone Number

Helping create financial success stories for individuals, families and small business owners. @ Serene Point Advisors
lake oswego, oregon, united states
Nancy Wakefield, Cdfa®'s Location
Lake Oswego, Oregon, United States, United States
About Nancy Wakefield, Cdfa®

Serene Point Advisors, LLC is an Oregon based investment advisory firm, managing investments and financial plans for individuals, families and small businesses across the country.

Nancy Wakefield, Cdfa®'s Current Company Details
Serene Point Advisors

Serene Point Advisors

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Helping create financial success stories for individuals, families and small business owners.
lake oswego, oregon, united states
Website:
planserene.com
Employees:
1
Nancy Wakefield, Cdfa® Work Experience Details
  • Serene Point Advisors
    President At Serene Point Advisors, Llc
    Serene Point Advisors Nov 2017 - Present
    Serene Point Advisors, LLC is an SEC-registered and Oregon based investment advisory firm, managing investments and financial plans for individuals, families and small businesses across the country. Contact me for a conversation about how we may be able to help you with your financial success story.
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Frequently Asked Questions about Nancy Wakefield, Cdfa®

What company does Nancy Wakefield, Cdfa® work for?

Nancy Wakefield, Cdfa® works for Serene Point Advisors

What is Nancy Wakefield, Cdfa®'s role at the current company?

Nancy Wakefield, Cdfa®'s current role is Helping create financial success stories for individuals, families and small business owners..

Who are Nancy Wakefield, Cdfa®'s colleagues?

Nancy Wakefield, Cdfa®'s colleagues are Jared Rasmussen.

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