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

John Spooner

CFP®, APMA

Private Wealth Advisor

Point Forward Wealth Advisors

An Ameriprise Private Wealth Advisor

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

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

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

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.

Interests

    John is a Portland native and calls Tualatin his home. He and his wife, Andrea, are parents to Finn and Rowan. They are very family focused and appreciate the many opportunities that the Portland area has to offer, including golf, Parks and outdoor activities, Oregon Ducks football, and great restaurants. John and his family also enjoy traveling together.