Christopher Winn (CFP®, MBA)

Christopher Winn focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

I have been providing investment and financial planning advice for more than 14 years in the Portland, Oregon metro area. Most of my clients have backgrounds in science and technology and are extremely busy. Between managing their careers and taking care of their families, they don't have a lot of time left to devote to properly manage their finances. That's where I come in. I offer an extremely convenient, affordable service that pulls all their finances together and gives them more time to focus on the fun things in life as well as the peace of mind that someone is looking out for their best interests. My proudest moments are the tangible results from helping: a client retire at 45, another build their dream home or another send their kids to the college of their dreams. Feel free to connect with me at chris@interactive-wealth.com.

NAPFA Start Date

November 18, 2013

Submit
Submit

This Office

1915 NE Stucki Ave Ste 400 Hillsboro, OR 97006-6938 Phone: (503) 575-1953

Other Offices

121 SW Morrison St Ste 905 Portland, OR 97204-3165 Phone: (503) 575-1953