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


This Office

740 Front Street, Suite 200 Santa Cruz, CA 95060 Phone: (888) 998-4796

Other Offices

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