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Our financial advice team


Joshua T Gregory, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Joshua T Gregory

CFP®, BFA, APMA

Private Wealth Advisor

Wealthbridge Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Employee Stock Options
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Life & Health Insurance License
  • Series 7 License
  • Series 66 License

Education

  • BA, Finance & Economics, Western Oregon University

Professional associations

  • Member - Financial Planning Association

Community participation

I believe it is important to give back to the community where I work and live. Below are the charities our team chooses to support throughout 2016. I hope you will visit their website to learn more about their mission.

Interests

  • Family is my highest priority
  • Coaching Little League Baseball
  • Exploring US National Parks
  • Golfing