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+1 503-684-6116
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Beaverton, OR 97075
Southwest Portland
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720 ftSouthwest Lombard & Broadway
960 ftSouthwest Canyon & Hall
0.2 miSouthwest Canyon & Red Robin
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Specialties
Portland Fixed Income Specialists, LLC is a fee-only Registered Investment Advisor specializing in the construction of fixed income portfolios for retires and pre-retirees looking for investment strategies that are less volatile than those provided by most financial advisors.
History
Established in 2011.
Owner, Russell D. Francis, is a Certified Financial Planner™ professional and a Certified Public Accountant with over 20 years of experience in investing and tax planning. Russell became a fee-only financial planner and wealth manager in 1997.
Meet the Business Owner
Russell F.
Business Owner
Before entering the financial planning field, Russell taught high school physics and served 10 years as an Editorial Systems Manager for the Los Angeles Times, where he shared the Pulitzer Prize for reporting on the 1992 Los Angeles Riots.
Russell earned his CFP® designation from the College for Financial Planning and a post-baccalaureate certificate in accounting from Portland State University. He has a BA in chemistry and teaching certificate from California State University, Fullerton.
Russell is an active member of the American Institute of CPAs (AICPA), Oregon Society of Certified Public Accountants (OSCPA), and National Association of Personal Financial Advisors (NAPFA).
