Nancy Wakefield, Cdfa® Email & Phone Number
Who is Nancy Wakefield, Cdfa®? Overview
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Nancy Wakefield, Cdfa® is listed as Helping create financial success stories for individuals, families and small business owners. at Serene Point Advisors, a company with 1 employees, based in Lake Oswego, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Nancy Wakefield, Cdfa®.
Nancy Wakefield, Cdfa® previously worked as President at Serene Point Advisors, LLC at Serene Point Advisors.
Email format at Serene Point Advisors
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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
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Nancy Wakefield, Cdfa® work experience
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President At Serene Point Advisors, LlcSerene 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.
Frequently asked questions about Nancy Wakefield, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Nancy Wakefield, Cdfa® work for?
Nancy Wakefield, Cdfa® works for Serene Point Advisors.
What is Nancy Wakefield, Cdfa®'s role at Serene Point Advisors?
Nancy Wakefield, Cdfa® is listed as Helping create financial success stories for individuals, families and small business owners. at Serene Point Advisors.
Where is Nancy Wakefield, Cdfa® based?
Nancy Wakefield, Cdfa® is based in Lake Oswego, Oregon, United States while working with Serene Point Advisors.
What companies has Nancy Wakefield, Cdfa® worked for?
Nancy Wakefield, Cdfa® has worked for Serene Point Advisors.
Who are Nancy Wakefield, Cdfa®'s colleagues at Serene Point Advisors?
Nancy Wakefield, Cdfa®'s colleagues at Serene Point Advisors include Jared Rasmussen.
How can I contact Nancy Wakefield, Cdfa®?
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