John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint
John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint Business Information
- Name:
- John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint
- Address:
- City:
- Beaverton
- State:
- Oregon, US
- Telephone:
- (503) 525-8798
- Fax:
- (503) 273-1796
- Website URL:
- https://www.onpointcu.com/jpassaglia/
- Facebook:
- https://www.facebook.com/105523408426553
- Twitter:
- @OnPointCU
- Categories:
- Financial Advisory Services
Investments - Hours:
- M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
- Services:
Cash management, Comprehensive retirement planning, Estate & charitable foundation planning, Financial planning, Investment management, Public employee retirement system (PERS) planning, Risk management, Social Security planning - Products:
401(k), 403(b), Environmental, Socially responsible investing (SRI), Stocks, Traditional IRA or Roth IRA., and governance investing (ESG), annuities, bonds, college & education savings plans., long-term care insurance, mutual funds, social - Brands:
n/a - Specialties:
- CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Securities licenses Series 7, Securities licenses Series 65, Life and Health Insurance license in Oregon, Life and Health Insurance license in Washington
- Coordinates:
- 45.486878, -122.803997
- Accepted Payment:
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.
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