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Celebrate life’s big moments and everyday goals with our holistic approach to financial planning. We invite you to our live webinar on October 24th, where we’ll take you step by step in molding your financial future. It’s about more than just investments and retirement – it’s about striving to achieve your aspirations. We’re here to help and look forward to seeing you there.
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 encourage your legacy to include both your 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.
At this time, there are no additional seminars related to this topic. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live seminars and webinars.
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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.
Securities and investment advisors services are:
|Not a bank or credit union deposit, obligation or guarantee.||May lose value.||Not FDIC or NCUA/NCUSIF Insured.||Not insured by any federal government agency.|
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Any opinions are those of OnPoint and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected.