Lee McPherson, Financial Advisor

Financial Advisor
Lee McPherson

CFP®, CEPA®, AAMS®, CRPC™, CRPS™
1631 Woods Ct Suite 102, Hood River, OR 97031opens in a new window
CallSend Me a Message

Focus Areas

  • Sustainable investing
  • Intergenerational Planning
  • Business Retirement Plans
  • Employee Stock Options
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Camping
  • Gardening
  • Real Estate
  • Snowboarding
  • Community Outreach

Team Members

  • Debbie Larson
    Branch Office Administrator
    FPQP®
  • Heather Seykota
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(541) 386-0826

Fax

(877) 423-9205

Office Address

1631 Woods Ct Suite 102
Hood River, OR 97031opens in a new window

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