Antoinette Laferriere (CFP®)

Antoinette Laferriere focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

As a Certified Financial Planner™ Ann has expertise in the following areas: financial planning, risk management, investments, tax planning, retirement planning, and employee benefits. Since 1998, Ann has been working with clients to achieve solutions for their important financial goals. Ann believes that working with people on an individual basis offers her the opportunity to have a profoundly positive effect on her clients’ financial lives.

Additional Information

Buckingham Strategic Wealth is a fee-only financial planning and investment management firm. We focus on helping our clients succeed at financial goals that are most important to them.

NAPFA Start Date

October 05, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

780 NW York Dr Ste 105 Bend, OR 97703-1054 Phone: (541) 317-1617

Other Offices

700 Mistletoe Rd Ste 205 Ashland, OR 97520-9157 Phone: (541) 488-3800