Mary  Culshaw,  CFP<sup>&reg;</sup> - Financial Advisor

Mary Culshaw, CFP®

CPA/ PFS,

Culshaw and Company,LLC

15115 SW Sequoia Pkwy, Ste 170
Portland, OR 97224
(503) 670-8286

General

Mary Culshaw is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Culshaw and Company,LLC in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other -

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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