Home About Us
  Our Associates
  Our Firm
  Our Services
  LPL Account View
  CFM Newsletter
  Our Location
  Tell A Friend
Learning Center
  Articles
  Calculators
  E-Seminars
  iMoney
  Tax Library
Market Watch
  Detailed Quote
  Symbol Lookup
  Multi Quote
  Markets at a Glance
  Charting
  Portfolio
Contact Us

Associates

Leonard  Berard CFP®, CLU, ChFC

Kristy Motta CFP®

Kari Raglione, CFP®

Tami Powers

About Us
  • Our Associates
  • Our Firm
  • Our Services
  • LPL Account View
  • CFM Newsletter
  • Our Location
  • Tell A Friend
Contact Us

1915 NW AmberGlen Parkway
Ste. 150

Beaverton, OR 97006

Phone: 800.826.5163
503.844.9146

Fax: 800.837.9221
503.844.9137

cfm@cfmplanners.com

Securities offered through LPL Financial, Member FINRA/SIPC

Privacy Policy