Andrew M. Lewis,  CFP<sup>&reg;</sup> - Financial Advisor

Andrew M. Lewis, CFP®

Investment Advisor

SagePoint Financial

PO Box 160
Maupin, OR 97037
(503) 853-6007

General

Andrew Lewis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SagePoint Financial in Maupin, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC

Insurance Licenses

  • Life insurance: OR,WA
  • Health/disability insurance: OR,WA
  • Fixed annuities: OR,WA
  • Variable annuities: OR

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Annuities, Asset Allocation, Mutual Funds, Retirement, Life Planning

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Helpful Financial Planning Resources