Keith Ross, Financial Advisor located in Milwaukie, OR

Financial Advisor
Keith W Ross

CFP®, ChFC®, AAMS®, CKA®
6751 SE Thiessen Road Suite D, Milwaukie, OR 97267opens in a new window
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Focus Areas

  • Values and Faith Based Investing
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Traveling
  • Culinary Arts
  • Art & Theater
  • Community Outreach
  • Spending Time with Family

Team Members

  • Alix Whitehead
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 882-2624

Fax

(877) 222-7723

Office Address

6751 SE Thiessen Road Suite D
Milwaukie, OR 97267opens in a new window

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