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› John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint
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John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint
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(503)525-8798
verified
Beaverton
OR
CLOSED NOW 9:00 am-5:30 pm
Sun
closed
Mon
9:00 am-5:30 pm
Tue
9:00 am-5:30 pm
Wed
9:00 am-5:30 pm
Thu
9:00 am-5:30 pm
Fri
9:00 am-6:00 pm
Sat
9:00 am-1:00 pm
Beaverton
OR
(503)525-8798
(503)525-8705
(800)527-3932
(503)273-1796
www.onpointcu.com/jpassaglia/
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About John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint
Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important for your financial life, I can make recommendations to help you reach your goals. I’ve been helping families with their investment and planning needs since 2005. Since that time I have achieved several certifications and designations including the CERTIFIED FINANCIAL PLANNERTM (CFP®), the Chartered Life Underwriter® (CLU®) and additionally I earned the Chartered Financial Consultant® (ChFC®) designation. I hold securities licenses Series 7, 65, and a Life and Health Insurance license in the states of Oregon and Washington. I live in Portland with my wife and two children. In my free time, I enjoy swimming, art, golf and coaching youth sports. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
Services:
Investment management
Cash management
Risk management
Financial planning
Estate & charitable foundation planning
Public employee retirement system (PERS) planning
Social Security planning
Comprehensive retirement planning
Products Carried:
401(k) 403(b) Traditional IRA or Roth IRA.
Environmental social and governance investing (ESG)
Socially responsible investing (SRI)
Stocks bonds mutual funds long-term care insurance annuities college & education savings plans.
John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint, financial planner, listed under "Financial Planners" category, is located at Beaverton OR and can be reached by 5035258798 phone number. John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint has currently no reviews.
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Frequently Asked Questions about John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint
Is John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint open on Sunday?
John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint is closed on Sunday.
John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint is open Mon-Thu 9:00 AM-5:30 PM, Fri 9:00 AM-6:00 PM, Sat 9:00 AM-1:00 PM.
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