Brent  Hamilton,  CFP<sup>&reg;</sup> - Financial Advisor

Brent Hamilton, CFP®

WBH Financial Services

4500 Kruse Way, Suite 130
Lake Oswego, OR 97035-2562
FINANCIAL ADVISOR'S WEBSITE
(888) 699-9201
(503) 699-9200

General

Brent Hamilton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WBH Financial Services in Lake Oswego, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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