Advisor at W.H. Lewis Financial, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
W.H. Lewis Financial, LLC.
Location
Eugene, OR
Credentials
CFP®, Series 65
Industry experience
14 years
Eugene, OR
Oregon
Lebanon Community School District
2018 - Present (8 years)
Coburg Community Charter School
2015 - 2018 (3 years)
W.H. Lewis Financial, LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Tailored Financial Planning
Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!
CFA®, Series 65, Series 66
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Cascadia Investment Consultants
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