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Our financial advice team


Tyler James, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Tyler James

CFP®, MBA

Financial Advisor

Point Forward Wealth Advisors
15
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

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing

Interests

  • Family
  • Friends
  • Traveling
  • Triathlons
  • Golf
  • Basketball
  • Soccer
  • Football

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelors of Science in Business Finance, University of Oregon, 2006
  • MBA, Portland State University, 2013

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 on various projects to help support the Oregon chapter of Make - A - Wish, who do great things for kids in our community while battling a critical illness.