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Our financial advice team


Paul Passaretti, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Paul Passaretti

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Point Forward Wealth Advisors
10
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
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

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

Education

  • B.S in Finance from San Diego State University

Community participation

Our office is proud to volunteer annually at our local food bank in the Portland Metro area. We have also recently partnered with Rose Haven Day Center for Women and Children to help provide support as they serve some of the most vulnerable in our community.