Kari Raglione-Tissot, CFP®
Vice President of Client Services
Phone: 800.826.5163
Fax: 800.837.9221
503.844.9137
E-mail: cfm@cfmplanners.com
Kari Raglione-Tissot is a co-owner and director of client services at CFM. She received a Bachelor of Business Administration degree from University of Portland in 2002, with an emphasis in finance. She graduated Magna cum laude. Her professional experience has centered on financial consulting to individual clients since 2002.
Ms. Raglione has earned the professional designation of CERTIFIED FINANCIAL PLANNER ™ (2006) from Kaplan University. Ms. Raglione is registered with the Financial Industry Regulatory Authority (FINRA) as an LPL Registered Administrative Assistant. She is also a branch marketing associate with LPL Financial, a registered broker dealer and investment advisor located in San Diego, California, Boston, Massachusetts, and Charlotte, North Carolina. She has a life, health and disability insurance license and a variable annuity insurance license through the State of Oregon.
Kari currently lives in Beaverton, OR with her husband, Jesse, their son, Trevin, and dog, Reef.