Diana J.L. Harrison,  CFP<sup>&reg;</sup> - Financial Advisor

Diana J.L. Harrison, CFP®

CPA

President

DBA Finacial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224
FINANCIAL ADVISOR'S WEBSITE
(503) 906-5205

General

Diana Harrison is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DBA Finacial Investment Team in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - CWS, CDFA

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes

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