FINANCIAL ADVISOR
Jonathan P Derby
CFP®, AAMS™
91069 N Willamette St Suite B, Po Box 8385, Coburg, OR 97408opens in a new window
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Charitable Giving
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Aviation
- Coaching Sports
- Spending Time with Family
- Personal Fitness
- Track & Field
Team Members
Andre Lee CallSr. Branch Office Administrator
Jaime SmithSr. Branch Office Administrator
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