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      Nik Powell, RICP®, Financial Advisor | RJFS, Inc. | OnPoint

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      Financial Planners, Financial Services, Investment Advisory Service

      503-525-8798

      CLOSED NOW: 
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      DETAILS
      General Info
      I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies. I also have an extensive background in fixed income and insurance planning. I’ve been working in the investment Services industry since 2004. I currently hold the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 6. 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License. I love the endless outdoor activities that Oregon has to offer. My wife and I enjoy spending our free time cycling, camping, fishing and running. The mark of RICP® is 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.
      Extra Phones

      Phone: 503-525-8761

      Fax: 503-273-1796

      TollFree: 800-527-3932

      Hours
      Regular Hours
      Mon - Thu:
      Fri:
      Sat:
      SunClosed
      Categories
      Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds
      Services/Products
      401(k), 403(b), Traditional IRA or Roth IRA. Cash management Comprehensive retirement planning Environmental, social, and governance investing (ESG) Estate & charitable foundation planning Financial planning Investment management Public employee retirement system (PERS) planning Risk management Social Security planning Socially responsible investing (SRI) Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.
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