Cfp Philip Sherman Cpfa Nqpc Tm

FAQ About Cfp Philip Sherman Cpfa Nqpc Tm

• What is Cfp Philip Sherman Cpfa Nqpc Tm's address?

  Cfp Philip Sherman Cpfa Nqpc Tm is located at
  7434 Southeast 51st Avenue, Portland, United States

• What is Cfp Philip Sherman Cpfa Nqpc Tm's job title?

  Cfp Philip Sherman Cpfa Nqpc Tm is a
  I am the Senior Retirement Plan Consultant at Deschutes. My role grants me the opportunity to assist plan sponsors with creating a retirement plan that drives real outcomes in the form of secure retirement for their employees, and the critical financial education that participants are looking for. I moved to Oregon from Illinois, where I was raised in a family of educators. I realized early that I am a numbers guy, and used this to obtain a degree in Economics from the University of Illinois at Urbana-Champaign, and went to work in finance. My professional mission is to bridge the gap for people wondering how their retirement plan savings integrate with the rest of their financial lives. As the son and grandson teachers, I understand that finances sometimes take a back seat to more immediate concerns. But as a CFP, I also understands the true importance of giving them the attention they need. That’s the focus of my work at Deschutes; I consider myself a financial educator and coach to those with whom I consult. Along with my wife, I enjoy the outdoor activities so readily available in the Pacific Northwest. Among our downtime activities are camping, Blazers games and helping out in the community. Oregon, has something for everyone! You can reach me at [email protected] or by calling (503) 548-2103. Deschutes Investment Consulting

• What industry does Cfp Philip Sherman Cpfa Nqpc Tm currently work in?

  Cfp Philip Sherman Cpfa Nqpc Tm currently works in the
  Deschutes Investment Consulting

• What is Cfp Philip Sherman Cpfa Nqpc Tm's area of expertise?

  Cfp Philip Sherman Cpfa Nqpc Tm specializes in
  I am the Senior Retirement Plan Consultant at Deschutes. My role grants me the opportunity to assist plan sponsors with creating a retirement plan that drives real outcomes in the form of secure retirement for their employees, and the critical financial education that participants are looking for. I moved to Oregon from Illinois, where I was raised in a family of educators. I realized early that I am a numbers guy, and used this to obtain a degree in Economics from the University of Illinois at Urbana-Champaign, and went to work in finance. My professional mission is to bridge the gap for people wondering how their retirement plan savings integrate with the rest of their financial lives. As the son and grandson teachers, I understand that finances sometimes take a back seat to more immediate concerns. But as a CFP, I also understands the true importance of giving them the attention they need. That’s the focus of my work at Deschutes; I consider myself a financial educator and coach to those with whom I consult. Along with my wife, I enjoy the outdoor activities so readily available in the Pacific Northwest. Among our downtime activities are camping, Blazers games and helping out in the community. Oregon, has something for everyone! You can reach me at [email protected] or by calling (503) 548-2103.

• Which languages does Cfp Philip Sherman Cpfa Nqpc Tm speak? 

  Cfp Philip Sherman Cpfa Nqpc Tm speaks the following languages:
  No languages available.

• Which industries has Cfp Philip Sherman Cpfa Nqpc Tm previously worked in?   

  Cfp Philip Sherman Cpfa Nqpc Tm has prior experience in the following industries:
  Carson Wealth , Carson Wealth Management , Cetera Advisors , Cuso Financial Services , Kms Financial Services Inc At Wiora Retirement Strategies

• What is Cfp Philip Sherman Cpfa Nqpc Tm’s work experience?  

  Cfp Philip Sherman Cpfa Nqpc Tm has the following professional experience:
  Deschutes Investment Consulting , Deschutes Investment Consulting , Carson Wealth , Carson Wealth Management , Cetera Advisors , Cuso Financial Services , Kms Financial Services Inc At Wiora Retirement Strategies .

• How can I find Cfp Philip Sherman Cpfa Nqpc Tm on LinkedIn?  

  You can view Cfp Philip Sherman Cpfa Nqpc Tm’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Philip Sherman Cpfa Nqpc Tm’s work email addresses?  

  Cfp Philip Sherman Cpfa Nqpc Tm’s work email addresses are
  [email protected] .

• What company does Cfp Philip Sherman Cpfa Nqpc Tm work for?  

  Cfp Philip Sherman Cpfa Nqpc Tm works at
  Deschutes Investment Consulting