Financial Planning
Nik Powell, RICP®, CDFA®
You deserve to know where you stand with your financial and life goals with confidence. I am here to help you plan for both the good times and the difficult ones.
About me
I am committed to preparing you for the certainty of uncertainty. I can help you navigate the impacts of financial decisions, so they align with your core values. Together, we can chart a course to ensure you meet your investment goals throughout the most critical stages of life. Part of my focus areas include helping clients create strategic income plans for retirement from the public and private sector along with charitable giving strategies for a meaningful legacy.
Since starting my career in financial services in 2004, I am continually expanding my education. I currently hold the designations of Retirement Income Certified Professional® (RICP®) and Certified Divorce Financial Analyst® or (CDFA®) professional. Further, I have achieved an Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 6, 7, 63, and 66 and an Oregon Resident Life and Health Insurance License.
My wife and I enjoy exploring the endless outdoor activities the Pacific Northwest offers, including camping, cycling, and running.
The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Branch: Lloyd Center, Fremont & Williams, Hollywood, North Lombard, SW 5th & Harvey Milk
Phone: 503.525.8761
Toll-Free: 1.800.527.3932, ext. 5435
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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Disclosures
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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