Kelly Morgan, Financial Advisor located in Beaverton, OR

Financial Advisor
Kelly Morgan

CFP®, AAMS®, CRPC™
16100 NW Cornell Road Ste 260, Beaverton, OR 97006opens in a new window
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Information Technology Professionals
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Pickleball
  • Volleyball
  • Hiking
  • Pets
  • Coaching Sports

Team Members

  • Riana Arima
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(503) 644-1408

Fax

(888) 690-9175

Office Address

16100 NW Cornell Road Ste 260
Beaverton, OR 97006opens in a new window

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