Joni Carlisle, Financial Advisor located in Portland, OR

Financial Advisor
Joni Carlisle

CFP®, CRPS™
111 SW 5th Avenue Suite 2650, Portland, OR 97204opens in a new window
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Focus Areas

  • Divorce Finances
  • Charitable Giving
  • Corporate Executives
  • Business Retirement Plans
  • Federal Benefits
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Board Games
  • Traveling
  • Volunteering

Team Members

  • John Buford
    Sr. Branch Office Administrator
  • Paul Metteer
    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 Closed
Sun Closed

Phone

(503) 477-8474

Fax

(888) 889-9131

Office Address

111 SW 5th Avenue Suite 2650
Portland, OR 97204opens in a new window

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