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Our financial advice team


John Spooner, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

John Spooner

CFP®

Financial Advisor

Point Forward Wealth Advisors
11
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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Interests

    I am a Portland native and enjoy calling Oregon home. My family and I enjoy many of the things Portland has to offer; golf, Duck football, Blazer basketball, great restaurants, and spending quality time with family. I also enjoy traveling with my wife Andrea our son Finn.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA in Business and Marketing Concordia 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. In addition, we also work closely with Make-A-Wish Oregon on various projects to help support the amazing work that they do for kids in our community.