Theodore R. Haley,  CFP<sup>&reg;</sup> - Financial Advisor

Theodore R. Haley, CFP®

AIF®

President

Advanced Wealth Management

10220 SW Greenburg Road, Suite 210
Portland, OR 97223
(503) 452-9300

General

Theodore Haley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advanced Wealth Management in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

Securities offered through Commonwealth Financial Network, member FINRA.org/www.SIPC.org, a Registered Investment Adviser. Advisory Services offered through Advanced Wealth Management, a Registered Investment Adviser, are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in AZ, CA, CO, DE, FL, GA, HI, ID, IL, MA, MI, MO, MT, NC, NM, NV, NY, OH, OR, PA, TX, VA, WA and WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care

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