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Our financial advice team


William Fussell, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

William Fussell

CRPC, CDFA®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Wealth Strategy Partners
22
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
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Saving for Education
  • Investments
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • ChFC® Chartered Financial Consultant®
  • Series 7
  • Series 66
  • Life and Health Insurance License

Awards & recognition

  • Wealth Strategy Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Our team at a recent event supporting MaitreePDX's annual fundraiser.
Our team at a recent event supporting MaitreePDX's annual fundraiser.

Oregon Association of Collaborative Professionals - Board Member 2016 - 2022

Rugby Oregon - Volunteer/Youth Coach, 2014 - 2016

Boring/Clackamas Fire - Volunteer Firefighter/EMT Basic, 2010 - 2012

Rocky Mountain Elk Foundation - Committee Member, 2003 - 2010

Charities/Non-Profits I am fond of:

  • Northwest Children's Outreach
  • The Rocky Mountain Elk Foundation
  • Association of Northwest Steelheaders
  • Oregon Public Broadcasting

Interests

  • Spending time with family
  • The great outdoors
  • Boating
  • Volleyball