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Financial Advisors in

The Northwest

Sort: Alphabetical Video Views Score
Why these advisors?
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CFA®
Pure Portfolios
Portland, OR

Better Investor Outcomes

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Introduction - Nik Schuurmans
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Common Financial Mistakes People Make - Nik Schuurmans

2 videos
15 views

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Lettin & Company, INC
Lake Oswego, OR

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Introduction - Robert Lettin
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Living Debt Free - Robert Lettin
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Portfolio Formula - Robert Lettin
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Tell Me A Story - Robert Lettin

4 videos
53 views

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CFP®, FPA
Fearless Wealth
Seattle, WA

Investment Independence

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Introduction - RC Peck
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Investment Philosophy - RC Peck

2 videos
129 views

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CFA®, CFP®, ChFC®
Synergy Financial Management
Seattle, WA

Financial Leaders connecting investors with advanced strategies

Stay tuned for videos from this advisor!

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CFP®
Rothermel Financial Services, LLC
Portland, OR

Plan first, invest second.

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Introduction - Damian Rothermel
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The Importance of Planning First and Investing Second – Damian Rothermel
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Accumulation vs Distribution: Why to Address It Now – Damian Rothermel

3 videos
49 views

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