Jim Corbeau (CDFA, CFP®, MBA)
Jim Corbeau focuses in the
following client markets or areas of practice:
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
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.
Additional Information
I advise women who are navigating a new chapter - whether stepping into financial independence for the first time, or rebuilding after a loss or divorce. As a CERTIFIED FINANCIAL PLANNER and CERTIFIED DIVORCE FINANCIAL ANALYST, I bring specialized expertise to help you understand your options, prioritize what matters most, and build a financial plan that supports your long-term financial independence. From planning for retirement and managing investments, to navigating taxes, I offer experienced, personalized guidance to help you move forward with clarity, structure, and peace of mind.NAPFA Start Date
May 16, 2003
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