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
- 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