Gregory Schmidt, Financial Advisor

FINANCIAL ADVISOR
Gregory Schmidt

CFP®
12205 SW Tualatin Rd 205, Tualatin, OR 97062opens in a new window
New Client Waitlist
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Reading
  • Health & Nutrition

Team Members

  • Jon Whitehouse
    Registered Branch Associate
  • Lynn Skinner
    Sr. Branch Office Administrator
  • Julie Temme
    Sr. Branch Office Administrator
  • Mia Dacosta
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 470-7710

Fax

(888) 687-0927

Office Address

12205 SW Tualatin Rd 205
Tualatin, OR 97062opens in a new window

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