Certified Finance Specialists Canby OR

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Terry Donahe
Cascade Wealth Management, LLC
(503) 675-4381
4248 Galewood Street
Lake Oswego, OR
Expertises
Advising Medical Professionals, Retirement Plan Investment Advice, Ongoing Investment Management, Divorce Planning, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, MSFS

Grant Griffith
Griffith Asset Management, LLC
(503) 246-3448
10260 SW Greenburg Road, Suite 400
Portland, OR
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Middle Income Client Needs, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS

Patricia Passon
Encompass Financial Advisors, Inc.
(503) 643-8075
6107 SW Murray Boulevard, #403
Beaverton, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Marilyn Bergen
CMC Advisers, LLC
(503) 227-5284
4800 S.W. Macadam Avenue, Suite 305
Portland, OR
Expertises
Advising Medical Professionals, Women's Financial Planning Issues, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Gabriel Markiz
Portland Financial Advisors, Inc.
(503) 684-6116
12655 S.W. Center Street, Suite 520
Beaverton, OR
Expertises
Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Joseph Alfonso
Aegis Financial Advisory
(503) 290-1089
4500 SW Kruse Way, Suite 100
Lake Oswego, OR
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, ChFc, EA

Russell McAlmond
Evergreen Capital Management, Inc.
(503) 223-8880
10300 SW Greenburg Road, Suite 115
Portland, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Planning Issues for Business Owners, Retirement Plan Investment Advice, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CTFA, MBA, MSFS

Shawn Koch
Koch Financial Partners, LLC
(503) 505-5868
205 SE Spokane Street, Suite 368
Portland, OR
Expertises
Hourly Financial Planning Services, Retirement Plan Investment Advice, Divorce Planning, Planning Issues for Unmarried & Same-Sex Couples, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

David Morganstern
CMC Advisers, LLC
(503) 227-5284
4800 S.W. Macadam Avenue, Suite 305
Portland, OR
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MS

Peggy Kessinger
Cedar Financial Advisors, LLC
(503) 512-5890
3853 SW Hall Blvd
Beaverton, OR
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Advising Employee Benefit Plan Participants, College/Education Planning, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Become a Finance Specialist

by Blanche Evans

As real estate agents search for new ways to brand themselves as specialists in the real estate transaction, training in the financial aspects of real estate buying and selling is more important than ever. A designation offered by the Residential Financing Council could be an important factor for agents who want to keep themselves at the center of the transaction.

The "Certified Finance Specialist (CFS(r) designation is designed to signify competence and experience in the area of real estate finance, says says Charles Dahlheimer, president of North American Consulting Group, Inc., and former president of REBAC and cofounder of the Accredited Buyer Representative (ABR) designation. Open to real estate and mortgage professionals, the designation is designed to bridge the link between the growth of buyer agency and a new focus on financing.

"The successful agent of the future will be recognized as a professional counselor and negotiator, one who can help the consumer interpret and evaluate information, provide advice and counsel, structure negotiating strategies and manage all aspects of the real estate transaction," says Dahlheimer.

As consumers become empowered with vast amounts of property information via the Internet, their confidence in agents hasn't necessarily grown. Brokers and agents complain across the country of commission compression, and competition from limited service or discount brokerages has put more pressure on traditional agents to distinguish themselves from low-cost competitors in new ways.

According to the "Future of Real Estate Brokerage," a study commissioned by the NAR, the number of real estate transactions has increased, but brokers are not reporting a comparable rise in profitability. In order to restore and enhance profitability, the broker will employ higher-cost technologies to serve consumers more efficiently and develop ancillary services to reduce dependence on commissions as revenue generators, all of which could result in a "a shift of power away from the agent toward the brokerage firm."

Dahlheimer sees an agent well-versed in finance as an asset to the consumer and the brokerage. The proliferation of loan products and the increase in unprincipled lenders using predatory practices, and the rise in buyer's agency all point the way to him that finance is the next great consumer opportunity.

"If the real estate agent is truly representing the buyer's best interests in the transaction, it is necessary for the agent to know what options may be available and to counsel the buyer not only in seeking out the best options, but also in helping them interpret the data that is available," says Dahlheimer.

The designation course is designed to teach agents how to detect and assist the buyer to challenge "junk" fees, to educate them about credit scoring and "A", "B" and "C" paper loans, and how to help buyers pick the loan that's best for their circumstances. Seller's agents are instructed to off...

Click here to read the rest of this article from Realty Times