Financial Planning

Guidance from an experienced local professional.

Tyler Armstrong

Financial Advisor | OnPoint Community Credit Union, in partnership with Raymond James Financial Services

To achieve any goal in life, you must follow the process. The how versus the what. I am committed to helping you achieve financial success by developing a plan and the discipline necessary to accomplish your long-term goals and aspirations.

About me

I have been helping families with their investment and planning needs since 2016. I firmly believe that success in achieving long-term financial goals starts with putting together a comprehensive, goal-based financial plan. Together, we will identify and define what is most important to you, and then formulate investment strategies that align with accomplishing your long-term financial vision. Whether you are accumulating wealth, investing for income, solidifying your retirement plan, or devising a distribution approach that meets your financial needs, we all need a plan to guide us towards long-term financial success.

Before becoming a financial advisor, I graduated from the University of Oregon in 2013 with a Bachelor of Arts degree in Political Science. Currently, I hold securities licenses Series 7 and 66.

I am a native Oregonian, currently living in Hillsboro. In my free time, I enjoy competing in golf tournaments, spending time with family and friends, and coaching high school golf.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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