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Susan Nestor

Advisor at Rose City Investment Consulting LLC

Updated today

Firm

Rose City Investment Consulting LLC

Location

Portland, OR

Credentials

CFP®, Series 65

Industry experience

14 years

Client services

Based on Rose City Investment Consulting LLC

Financial planning

Expertise

Based on Rose City Investment Consulting LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance General tax planning

Occupation focus

Based on Rose City Investment Consulting LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Rose City Investment Consulting LLC

Mid-Career Professionals

Fee options

Other

Fee-only: Fixed Fee Retainer Service with a quoted fixed fee per annum based on client complexity; paid quarterly in advance at 1/4 of annual fee each quarter. Exact fee amount is individually quoted per client.

Location

Portland, OR

Most active in

Oregon

Work history

Rose City Investment Consulting LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy W

CFP®, Series 65

Lake Oswego, OR

Davidson & Watson Financial

General retirement planning Income planning Wealth management Founder/Business Owner
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Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Options & derivatives strategies Private / alternative investments Annuities

Corey B

CFP®

Portland, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Todd M

CFA®

Lake Oswego, OR

Boz & Company LLC

Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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Jan S

CFA®, Series 63

West Linn, OR

JPS Global Investments, LLC

ESG / Sustainable investing Private / alternative investments Active portfolio management Passive / index investing
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Joseph E

Series 63, Series 65

Portland, OR

Ravensview Capital Management, LLC

Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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