Stefanie Pickard (CFP®, EA)

Stefanie Pickard focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Middle Income Client Needs
  • Novice Investors
  • Socially Responsible Investments

NAPFA Start Date

July 29, 2021


This Office

3759 NE MLK Jr. Blvd Portland, OR 97212 Phone: (503) 395-8545