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Jim Corbeau (CDFA, CFP®, MBA)

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

  • Charitable Giving
  • Divorce Planning
  • 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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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

5335 Meadows Road, Suite 240 Lake Oswego, OR 97035 Phone: (888) 998-4796
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