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Our financial advice team


John-Paul Daly, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

John-Paul Daly

MBA

Financial Advisor

Business Development Specialist
Heritage Wealth 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 Income Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning

Education

  • MBA (1999), Portland State University, Portland, Oregon
  • BA (1993), Economics & Japanese Studies, U. of Victoria, BC, Canada

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2018

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.

Interests

J-P’s family enjoys being outdoors, whether out camping, walking trails with their fur-babies, Hannah, and Annie, or working in their garden.