Jim Corbeau (CFP®, MBA)

Jim Corbeau focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

We are an independent, fee-only financial advisory practice with offices in Portland, Oregon and Santa Cruz, California.

 

We provide our clients with high-quality financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.

NAPFA Start Date

May 16, 2003

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This Office

6600 SW 105th Avenue, Ste 155 Beaverton, OR 97008 Phone: (888) 998-4796

Other Offices

133 Mission Street, Suite 290 Santa Cruz, CA 95060 Phone: (888) 998-4796