Skip to main content

Our financial advice team


Melanie Finkle, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Melanie Finkle

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
AGP Wealth Advisors
13
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

  • Women's Financial Strategies
  • Christian Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Biology, George Fox University

Awards & recognition

  • AGP Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Volunteer for 4word: Portland
  • National Day of Service
  • Volunteer at 26 West Church
  • i9 Sports Soccer Coach

Interests

My desire to engage and educate women in all areas of financial wellness drives me on a daily basis. I enjoy hosting women’s educational events for TruBridge Wealth Advisors and believe knowledge is power.

I am a dedicated mom and wife who enjoys traveling, cooking for others and mentoring young people. My two young sons keep me busy, grounded and appreciative of the simple things in life.