
Tyler Elliott, Jd, Cfp®
I am the owner and principal of Watershed Wealth Planning LLC. My practice is focused on households in... | Portland, Portland, United States
Tyler Elliott, Jd, Cfp®’s Emails te****@uo****.edu
Tyler Elliott, Jd, Cfp®’s Phone Numbers 503862****
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Tyler Elliott, Jd, Cfp®’s Location Portland, Portland, United States
Tyler Elliott, Jd, Cfp®’s Expertise I am the owner and principal of Watershed Wealth Planning LLC. My practice is focused on households in their late 20's, 30's and early 40's who have high income but may be struggling to build a positive net-worth, often due to the burden of student debt and rising housing costs. My ideal clients have goals that are more unique than "retirement" or "college planning" such as, "How do we travel internationally every year without compromising our long-term plan?" As someone who has traveled to 33 countries in my 41 years, I love addressing these types of questions. When meeting with people for the first time, the question I get more than any other is, "Why did you give up a career as a bankruptcy attorney to become a financial planner?" In short, I felt I could have a more positive impact as a proactive planner engaged in preventative medicine rather than as an reactive attorney engaged in emergency care. As a planner, I now get to work with young people to help guard against avoidable hardships and to guide them as they build their ideal life. Details at www.watershedwealthplanning.com / [email protected] / (503) 862-9064 Watershed Wealth Planning LLC (WWP LLC) is an Investment Adviser registered with the State of Oregon and does not offer tax or legal advice. WWP LLC's current disclosure brochure, Form ADV Part 2, is available for review upon request.
Tyler Elliott, Jd, Cfp®’s Current Industry Watershed Wealth Planning LLC
Tyler
Elliott, Jd, Cfp®’s Prior Industry
Jaqua & Wheatley, Attorneys at Law
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Oregon Solutions and the National Policy Consensus Center
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The Albertazzi Law Firm
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Tyler R. Elliott, P.C.
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Pacific Capital Resource Group, Inc.
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Watershed Wealth Planning LLC
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Work Experience

Watershed Wealth Planning LLC
Financial Planner
Tue Nov 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Pacific Capital Resource Group, Inc.
Financial Advisor
Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Tyler R. Elliott, P.C.
Attorney at Law
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
The Albertazzi Law Firm
Attorney at Law
Mon Feb 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Oregon Solutions and the National Policy Consensus Center
Intern
Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Jaqua & Wheatley, Attorneys at Law
Law Clerk
Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)