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Confluence Wealth Management LLC

Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Divorce, Women, Charitable Planning

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Advisors at this Office

Kathleen Kee, CFA®, CFP®
NAPFA-Registered Financial Advisor

Associates at this Office

Josh Cepeda, CFP®
NAPFA Associate
Ryan Berning, CFP®
NAPFA Associate
Rick Schmidt
NAPFA Associate
Carmen Wong
NAPFA Associate
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This Office

1211 SW 5th Ave Ste 1200 Portland, OR 97204-3711 Phone: (503) 221-7595 Fax: (503) 972-4197

Primary Office

1211 SW 5th Ave Ste 1200 Portland, OR 97204-3711 Phone: (503) 221-7595 Fax: (503) 972-4197
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