Jennifer de Thomas, CFP®

Specialties

Fee only financial planning with a focus on sustainable investing. I help you organize your financial life, define your short and long term goals, and build a roadmap that will guide you to success.

History

Established in 2011.

I specialize in working with individuals who want a financial advisor who reflects the same passion and craft they bring to their own lives. I translate my client’s dreams into actionable financial strategies that seek to build and preserve wealth. I personally and regularly meet with my clients, focusing on the areas of investments, estate planning, risk management and tax planning.

Meet the Business Owner

Jennifer de Thomas D.

Business Owner

After receiving a degree in technical writing, I moved back west to San Francisco to work in publishing. I first became intrigued by markets while working as an editor at a wire service disseminating public company statements and earnings. I became even more intrigued by personal finance after moving my family to portland in 2006 and working for a botique investment and planning firm. I studied financial planning at the University of Portland and received my Certified Financial Planning designation in 2011.

I now provide full-​service, fee only, objective financial planning that integrates values with portfolios. I help people define their goals, create a strategy, and implement their plan to achieve security and enjoy the rewards of their hard work. The markets may be irrational –a plan shouldn’t be.