Drew Watkins, Financial Advisor located in Portland, OR

Financial Advisor
Drew Watkins

CFP®, CEPA®
4300 NE Fremont St Suite 110, Portland, OR 97213opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Inheritance Guidance
  • Business Retirement Plans
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Sports Enthusiast
  • Fishing

Team Members

  • Sherri Reich
    Sr. Branch Office Administrator
  • Katy Fackler
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(503) 493-1390

Fax

(877) 222-2857

Office Address

4300 NE Fremont St Suite 110
Portland, OR 97213opens in a new window

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