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Building a successful long-term financial plan requires a holistic approach.
Learn simple strategies to get your financial house in order by the end of the year. It’s a great time to make sure everything is working together
Donald (DJ) Kerr III, CFP®
Working with a team of experts means you can think about “return on life” instead of worrying about return on investment. If you are concerned about long-term financial sustainability, I can help you craft a roadmap to weather financial storms, determine how much is enough and ensure your legacy includes both wealth and wisdom. I believe in providing education to minimize the mystery of financial services and investments.
I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner insuring that your best interests are always put first. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
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